aamatani got their new infographic by running a design contest:
Need a services template for visual
Check out aamatani's Infographic contest…
Accounting & Financial
Story to tell in the infographic
List of services. Showing different levels of service for different platform. For example: basic, premium, platinum. We might call this Basic Custody and Wealth Management
Data to include in the infographic
We would maybe have checks in services included in base custody and then checks in Sevices for wealth management. Integrated Wealth Management List of Services provided by The AHM Wealth Management Group: - Financial Planning - Net worth Statement - Financial, portfolio modeling and projections with estimates of future values - Titling and beneficiary recommendations in line with life, retirement, tax and legacy plan - Establish and maintain family financial continuity plan - Cash flow modeling and recommendations - Structuring Balance sheet (assets and liabilities) - Private banking services - Tax planning and minimization strategies - Asset/liability positioning within different client buckets - Ongoing Investment portfolio design, asset allocation selection, setting targets, monitoring and policy setting - Asset custody, reporting and digital online access - Ongoing update, and comprehensive reporting of assets held external to Merrill Lynch custody platform - Comprehensive Fiduciary Investment Management - Brokerage services for non-fiduciary assets supported by advisor solitons - Brokerage services for non-fiduciary assets driven exclusively by client implementation - 24/7 800 number support - Private dedicated team - Philanthropic gifting review, discussion and strategy - Annual portfolio review and discussion - Annual update and discussion of assets held external Merrill Lynch portfolio and custody service - Annual financial planning updates, and discussion - Bi-Annual legacy planning review and discussion - Annual tax minimization assessment and review - Consultation and discussion with legal, tax, and other professionals - As needed, family planning meeting with Power of Attorney, successor trustees, and future beneficiaries. - Periodic custom private client events, webinars and communication Current - check boxes they are likely getting AHM list of services:
We need a basic template document which we can change the words, and services included....something that’s set up maybe in word or PowerPoint where we can easily update as needed for different services then copy / paste into letter or presentation.
Every design category has flexible pricing for all budgets. Infographic starts at $799.
Full copyright with production-ready files for digital and/or print.
It all began with a design brief.
A quick, interactive guide helped them understand their design style and captured exactly what they needed in their infographic.
Designers across the globe delivered design magic.
aamatani collaborated with designers to refine their ideas
When design entries come in, you can rate them so designers know what you’re looking for in your logo design.
99designs has great collaboration tools so you can pinpoint and capture your ideas
And then… they selected a winner!
Outstanding design work and customer service. Would definitely work with Nick again and will be keeping his details on file for a long term working relationship. Many thanks Nick I am very happy with your design and service. Best wishes.
Along the way, they met lots of talented designers…
We think contests are a super fun way to get design.
Recently completed contests:
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