Step up to a digitally driven, transparent approach to wealth management, retirement investment, and back-end support. With integrated fiduciary services, processes, and flexible tools your firm gets a continuous bridge between the front- and back-offices and everything in between.
Our independent business model puts your best interests first with customized portfolio solutions from mutual funds and ETFs to CITs at both the institutional and advisor levels. Advanced analytics on an open platform streamline plan monitoring and reduce risks for optimal outcomes.
Protect and bolster your reputation with multi-layered fiduciary protection so broker-dealers, RIAs, recordkeepers and providers can work together seamlessly and efficiently as they gather and grow their assets.
- Advanced fiduciary services and protection, with analytics and tools to easily identify investor needs and deliver customized plans
- Partners and funds that are right for you and your investors–spanning 600 fund families and over 35,000 funds
- Visibility across plan lifecycles to do more at every step, from accreditation through fee recapture, knowing that we’ll never compete for your clients
For advisors
Ensure compliance with changing fiduciary requirements to deliver the standard of care your clients expect.
Leverage unrivaled analytics to drive smarter investment decisions and apply advanced tools to transact and trade—all on one platform.
Safeguard assets—without getting between you and your clients.
Access leading-edge tools, data, analytics and products to serve clients.
Independent, with no competing services—always acting in your best interest.
For recordkeepers
Stay on the shortlist in the face of consolidation.
Provide always-on, simplified processes and services that advisors need and value.
Ensure teams comply with all fiduciary requirements.
Automate fee recapture.
Independent, with no competing services – always acting in your best interest.
For asset managers
Diverse product portfolio including CITs, for more flexibility, higher performance potential with lower risks and costs.
Fully integrated into the retirement ecosystem.
For banks/trusts
Automated operations raise efficiencies and lower costs.
Automated fee recapture.
Ensure teams comply with changing fiduciary requirements.
Independent, with no competing services – always acting in your best interest.
Visit the team at booth #820 during the NAPA 401(k) SUMMIT The Advisor Experience or click below to learn more about our products and services.