WMP | Panload

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