Wealth and Investment
We work with accounting firms, financial planners, banks, and
other registered investment advisors (RIAs) who want
to out-source all or part of their portfolio-management and
investment-management services. Through our Affiliate Partner program
we supply RIAs with all the tools necessary to excel in these businesses.
Products and services in the Affiliate Partner program include:
- Our portfolio accounting and analytical
software that allows you to see a detailed view of all
accounts (regardless of location), generate presentation
quality reports, keep abreast of current research, and more.
- Access to our web-site, which has daily portfolio
values and performance information.
- Our Preferred List of what we consider to be the industrys
separate accounts and mutual funds.
Youll also have access to our research on these investments.
- Model portfolios to fit a variety of individual client profiles.
- Quarterly commentaries on a variety of equity and bond asset
- Comprehensive front-end solution, including proposal generator.