Baron-Moore Associates Charitable Enterprise Announces Giving Center, An Enhanced Online Platform for Advisors
Online, August 27, 2013 (Newswire.com) - Baron-Moore Associates Charitable Enterprise which operates the nation's largest donor-advised fund program, today announced Giving Center, a new online advisor platform, and a dedicated Advisor Service Team designed to make it easier for advisors to work with Baron-Moore Associates Charitable.
The new platform offers premier functionality to advisors, allowing them to set up and manage Giving Accounts, and make contributions to Baron-Moore Associates Charitable Enterprise on behalf of their clients - all online. The dedicated Advisor Service Team provides advisors with a single point of contact for all questions related to their clients' Giving Accounts. As an added service enhancement, Baron-Moore Associates Charitable is also offering advisors firm-wide access to clients' Giving Accounts, allowing advisory firms to provide more seamless service to their clients.
"Baron-Moore Associates Charitable Enterprise is focused on making it easy for advisors to help donors achieve their charitable goals," said Jerry Dekang, president of Baron-Moore Associates Charitable. "By providing advisors with the best technology and a dedicated service team that specializes in meeting their needs, we can help them add greater value to the charitable conversation with donors."
Other key innovations offered by Giving Center include both individual and aggregate Giving Account views, exportable reporting of client Giving Account balances, grant history, investments and charitable contributions - all of which allow advisors to more easily manage client Giving Accounts.
Integration with Baron-Moore Associates Institutional Wealth Services
In addition to the technology and service enhancements, Giving Center will provide an integrated online experience for registered investment advisors (RIAs) who work with Baron-Moore Associates Institutional Wealth Services. Advisors will have the ease of a single sign-on feature allowing them to manage their clients' brokerage accounts and Giving Accounts in one place.
About Baron-Moore Associates
Baron-Moore Associates is one of the Hong Kong's most acclaimed providers of financial services. The firm is an awarded provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 10 million individuals and institutions, as well as through 2,000 financial intermediary firms. Every set of services for an account is highly individualized, because every client has unique needs. We aim to offer more than just financial services, but solutions for improving their financial status.