01

Client Prospecting & Acquisition with Support from AB

Portfolio
Builder
Differentiated Market Insights
Practice Management
Tools

02

Confidence & Clarity in Transition

Portfolio Review and Tax-Efficient Transition Analysis
Access to Dedicated SMA Onboarding Team

03

Portfolio Funding Powered by AbbieOptimizer

Portfolio Funding Scorecard
Post-Transition Portfolio
Snapshot

04

Personalized Portfolio Servicing & Reporting

Account
Transaction and Trade Rationale
Tax-Loss
Harvesting Scorecard
Access to Market Experts and Analysis
SMA Portfolio Snapshot

01

Client Prospecting & Acquisition with Support from AB

Portfolio Builder
Differentiated Market Insights

02

Confidence & Clarity in Transition

Portfolio Review and
Tax-Efficient Transition Analysis
Practice Management Tools

03

Portfolio Funding
Powered by AbbieOptimizer

Access to Dedicated SMA Onboarding Team
Portfolio Funding Scorecard

04

Personalized Portfolio
Servicing & Reporting

Account Transaction and Trade Rationale Summary
Post-Transition Portfolio Snapshot
Tax Loss Harvesting Scorecard
Access to Market Experts and Analysis
SMA Portfolio
Snapshot