The VISION2020 Wealth Management Platform (WMP) is an integrated delivery of wide-ranging investment solutions, innovative advisory tools, and superior home office support. The platform empowers independent financial advisors to provide exceptional advice and strengthen their fee-based practice. Powered in partnership with Envestnet, key features of the WMP include:
• Proposal Generation, Portfolio Analysis, Automated Fee Billing, Performance Reporting, Portfolio Rebalancing Tools, and Research
• Investment Advisory Programs Ranging from Completely Turnkey to Advisor Discretion
• Full Suite of Investment Solutions including:
• Over 800 Separate Account Strategies
• Over 80 Turnkey Mutual Fund/ETF Model Strategies Managed by Best in Class Third Party Strategists
• Nearly 10,000 No-Load and Load Waived Mutual Funds
• Choice of custody with NFS or Pershing