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 Tools
- Proposals
- Account set up and paperwork
- Research
- Trading/Rebalancing
- Portfolio analysis
- Reporting
- Online investor access
- Fee billing
Institutional Class Investment Products
- Advisor Managed Portfolios (AMP)
- Model Portfolios managed by multiple investment strategists
- Separately 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.