Who can benefit from using Advisor Managed Connections?

Who can benefit from using Advisor Managed Connections?

• A. Only the client
• B. Only the advisor
• C. Both advisor and client to link assets the advisor manages
• D. Neither

Answer: (C)

Advisor Managed Connections provide a secure, consent-based link between a client’s accounts and the advisor’s system for the assets the advisor manages. This enables automatic data flow—balances, holdings, and transactions update in real time without the client having to manually compile statements. The client benefits from easier onboarding, ongoing transparency, and less data-entry burden. The advisor benefits from a complete, up-to-date view of all accounts under management, supporting faster, more accurate planning and better compliance. Since both sides gain from current data and a streamlined process, the best answer is that both advisor and client benefit.

Advisor Managed Connections provide a secure, consent-based link between a client’s accounts and the advisor’s system for the assets the advisor manages. This enables automatic data flow—balances, holdings, and transactions update in real time without the client having to manually compile statements. The client benefits from easier onboarding, ongoing transparency, and less data-entry burden. The advisor benefits from a complete, up-to-date view of all accounts under management, supporting faster, more accurate planning and better compliance. Since both sides gain from current data and a streamlined process, the best answer is that both advisor and client benefit.