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"We should be wise in the ways of the world as well as imbued with Divine Wisdom. We are not to mistake a counterfeit for the real, nor accept every man's doctrine if we disagree. The Truth is positive but non combative; it is sure of itself but never argumentative. It deserts dishonesty and receives honesty; loves sincerity and abhors deceit. Above all else, the Truth is wise. It represents the all-seeing eye from which nothing can be hidden."
Ernest Holmes Hidden Power of the Bible pg 104 |
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What CRM Does
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Why You Benefit
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How it Works
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After you open your account, Client Risk Management provides an exceptional approach for supervising the profitability/volatility/capital at risk relationship of your account under current market conditions. You can evaluate your daily account values relative to ten self-imposed decision rules. CRM offers a method of observing your account's current profitability relationships relative to an internal benchmark of the advisor's composite monthly performance. The system is analytical and provides decision-making guidelines that can optimize potential profitability and minimize ill-fated loss.
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Under most circumstances, we react to financial losses, rather than pro acting to minimize them. Sometimes the reactive decision is cause for further losses. CRM integrates short term relative to a foundation of longer-term analysis. For example, CRM averages 7 data point profitability trends, blending results into 30 day, 3, 6, 12 24 and 36 month profitability trends. WHY did we do this? Short-term data is sensitive and when properly analyzed it can be an indicator of longer-term trends. CRM teaches you how to use relationships between the Net and Funding level account values as risk management indicators. Prudent risk management allows you to take full advantage of the positive potential of managed futures by minimizing unwanted or ill-fated risk caused by uninformed decisions.
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First register and select the service you want. After you subscribe, you or your representative set up your client data input account. Once set up, you or your representative login to upload daily input from your account statements. Your month end account statements supply the client account with month end data. You update the advisor data once a month. From submitted data, the system produces a daily PDF report that contains all advisor data and the most recent 100 data points from your client account. That PDF report is available to you from your personal web presentation that displays all data. The CRM Single or Multi Advisor Demo is what the PDF report looks like.
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Who Can Benefit
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What is the Cost
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The Affiliate Program
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Anyone involved with or considering managed futures can benefit because you can optimize the positive potential of high leveraged investments. SafeMoneyMetrics™ as a risk management strategy easily compliments any traditional method of managing account risk.
Industry professionals can use SafeMoneyMetrics™ to:
* Protect your current and future marketplace from ill-fated losses.
* Upgrade the risk management currently used for managed futures.
* Create unique marketplace positioning.
* Improve service and forge better relationships with your clients.
* Add another revenue source by joining the affiliate program or licensing the SMM™ platform for resale.
* Broker-dealers and Investment Advisors can potentially increase traditional fee based revenue by adding SMM™ and managed futures to your current asset mix.
Back to Top
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As a monthly subscription, CRM currently offers seven levels of service. Single advisor account management is $35.00 a month and prices increase by $20.00 increments. "+" Advisors indicate a composite report AND complete analysis on advisors within the composite that you select. Monthly prices are:
CRM Single Advisor is $35
CRM Multi up to five advisors is $55
CRM Multi + 1 Advisor is $75
CRM Multi + 2 Advisors is $95
CRM Multi + 3 is $105
CRM Multi + 4 is $115
CRM Multi + 5 is $135
Any multi advisor subscription receives a web based bonus report. The bonus report reveals how individual advisor performance contributes to the composite account.
Guarantee: If you discontinue the service, we refund any unused part of the month. You can discontinue service at any time without financial penalty. |
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