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AdvisorPro

Permitting InterServ to work as a back-office solution allows financial intermediaries and trust banks to better manage resources that otherwise may have been dedicated to technology and operations. AdvisorPro is a non-fiduciary reporting service that offers intermediaries customized solutions. Our solutions can help streamline the services delivered by your relationship managers and help to foster client retention.

AdvisorPro features include:

Quarterly plan level reporting
Private label option
Optional use of the InterScore® (or your proprietary scoring process)
Fund screening
Investment Policy Statement (IPS) template

©2012, InterServ®, LLC. All rights reserved. InterServ, LLC is a Registered Investment Advisor and, as such, does not offer to sell or solicit offers to buy any securities. The information contained herein this website and any associated links does not constitute an offer to sell or the solicitation of an offer to buy any security. All processes and analysis are the proprietary intellectual property of InterServ, LLC. The data contained within is for information purposes only. Any and all investment performance information provided herein is based upon statistical analysis of historical performance and fund behavior; past performance is no guarantee of future results.

As an ERISA § 3(21) investment advisor, InterServ serves in a fiduciary capacity, providing investment advice but leaving the investment selection decisions to the plan sponsor and/or financial advisor.

As an ERISA § 3(38) investment manager, InterServ serves in a fiduciary capacity with respect to specific discretionary actions related to model portfolios that are available to plan participants as investment options in the plan. These actions generally relate to asset allocation decisions but may also involve the initial selection, monitoring, and replacement of the funds that comprise the model.

InterServ, LLC is a wholly-owned subsidiary of DailyAccess Corporation. InterServ and InterServ, LLC are trademarks of DailyAccess Corporation.