Login Home    Site Map    Contact Us

Marketing Solutions For Financial Professionals™

Quarterly Market Summary

Don’t struggle with writing a market update for clients. This well-researched 1000-word piece is written and edited by an experienced financial journalist and covers major financial news of the quarter. Provided by the 10th of the month following each quarter, it includes charts with economic and market index data.
Featured Product

AdvisorVault

AdvisorVault is easy to use and offers extraordinary security. Not only are files encrypted while being uploaded or downloaded, they are also stored using high encryption-a feature not available from most other online storage vendors. In addition, the system sits behind multiple firewalls. AdvisorVault is available with an Advisor Products website or as a stand-alone product.
AdvisorVault Video

Related Products
Custom Newsletter
The most customized client newsletter in the industry, this effective client communications vehicle is right for advisors who want to select from a large database of up-to-the-moment articles.
Custom Newsletter Video
 

more>>

Template Newsletter
This inexpensive product lets you easily send clients a quality newsletter branded with your logo. No need to select articles every quarter or write a column.
 

more>>

Custom Website
The space your firm occupies on a computer monitor is valuable real estate if used properly. Put our extensive experience to use in building a compelling site for your prospects and clients.
 

more>>

Template Website
Get a turn-key site that will help you convey a professional look and feel to prospects and clients. Choose from two levels of design and three levels of content.
 

more>>

  • Overview
  • Info
  • Order

Send clients a comprehensive analysis of what happened in the securities markets each quarter. Written by an experienced financial journalist and edited by a senior editor with over 20 years of financial journalism expertise, Quarterly Market Summary provides you with colorful charts prepared by API’s graphic design department.

Available by the 10th of the month after the end of each quarter, Quarterly Market Summary is emailed to you in a Microsoft Word document. You can rewrite it, choose sections you like best, and personalize it.

  • Colorful charts accompany the analysis
  • Client-friendly language
  • Quarterly Market Summary provides comprehensive analysis covering
    • S&P 500 performance
    • Industry performance
    • Growth versus Value styles
    • Foreign versus U.S. stocks and bonds
    • Bond market performance and interest rates
    • Economy round-up
    • Retail sales, GDP, purchasing managers index
    • Dollar versus euro
    • Inflation

See Description And Posting Schedule

4Q09 Quarterly Market Summary Available To RIAs
Advisor Products’ Quarterly Market Summary becomes available Monday for the fourth quarter of 2009.Written by a veteran financial reporter and edited by one of the nation’s leading financial editors, QMS is delivered to subscribers as an eight-page Microsoft Word document 10 days after the end of every quarter. You can cut, paste, and edit QMS to fit your needs.

Order Form