Streamlined Advisory Services We've Got the Platform Our state-of-the art Wealth Management Platform (WMP) integrates the products, trading, research and business tools fee-based advisors need to thrive in an evolving industry:State-of-the-Art Business ToolsProposalsAccount set up and paperworkResearchTrading/RebalancingPortfolio analysisReportingOnline investor accessFee billingInstitutional Class Investment ProductsAdvisor Managed Portfolios (AMP)Model Portfolios managed by multiple investment strategistsSeparately Managed Accounts (SMA)A dynamic Unified Managed Account (UMA) solution You We Deliver the Tangible Support You Need Looking to introduce an investment advisory relationship to clients? Our Accelerate with Advisory program equips you to build your fee-based practice and includes a licensing/registration education and reimbursement program.New to advisory, or a tried and true veteran? In the field, on the phone, or online, we’re equipped to provide you with service that elevates your practice. Our internal specialists work with the firm’s regional field consultants to cover all the bases. We’re there for you…wherever you may be.