ADVISOR DASHBOARD

Real-time monitoring and security alerts

AAM’s Advisor Dashboard offers real-time monitoring of known investment positions and security-level alerts. Identify upcoming maturities using our Pipeline Report and stay on top of security developments that can affect portfolios using Monitored Portfolio Solutions (MPS).

MPS provides advisors with a 30-day notice of material events, including:

Maturing securities
Rating changes
Full or partial call notices
CUSIP changes
Corporate actions
Significant price fluctuations

MPS automatically monitors material events based on comprehensive market and securities data from leading independent sources. Search alerts by security or account daily by logging in.

For illustrative purposes only.

CRN: 2024-0821-11933 R (Link 6235)

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