AbsoluteCapital -- Representative Resources

Our Firm: Overview Professional Money Management Biographies Partnership with
Financial Representative Award Disclosures Frequently Asked Questions

Our Programs -- Overview Our Investment Management Process The Asset Allocator The Capital Constructor The Sector Selector The Portfolio Protector Quick Reference Guide

Our Representative Resources -- Overview Your Back Office Butler Your Web Access Service Checklist for Reviewing a Manager

Home > Our Representative Resources

Partnership with financial representatives is at the core of our business model. We believe it is the best and most efficient approach to jointly supporting our valued clients.

Our programs offer financial representatives a means to offer professional, turnkey solutions to the managing and monitoring of client investments over time. Further, our programs provide access to no-load mutual funds and ETFs on an advisor-priced platform.

Absolute Capital’s Back Office Butler service model provides you with unparalleled service such as:

Pre-populated forms prepared for client signature
Pre-paid return envelopes
Access to forms library
Weekly fee reallowance reports
Customized proposal support
Seminar support and attendance at your client meetings
Consultation with you on your cases

Let your Back Office Butler prepare pre-populated paperwork ready for client signature!
Read more

Absolute Capital puts technology at your fingertips 24/7 with robust web access to account data. Preparing for client reviews and meetings has never been easier!

View current allocations
Calculate account performance over any time period
View multiple client accounts individually or in aggregate
View client transaction reports
Set up online access for your clients
Generate tax reports
See your total AUM with us

Your Useful Resources

Submit a Back Office Butler Client Information Form

See Our Checklist for Reviewing a Money Manager

Join our Wall Street Wisdom E-Mail List

What is this?
Click above to email us if you would like to receive Absolute Capital’s “Wall Street Wisdom” – a weekly informational e-mail for financial representatives recapping general market statistics and topics.

How do you integrate your clients’ retirement assets?

Often times, your clients’ retirement assets are the most significant portion of their investment portfolio – however, this is often a piece of the puzzle on which you cannot provide any direct help.

Enter Absolute Capital – we offer solutions for retirement assets in 401(k)s and 403(b)s so that you can respond when your clients ask for help with the management of this centerpiece of their financial portfolio.

Click here for award disclosures