價格：免費
更新日期：2018-05-09
檔案大小：1.7 MB
目前版本：1.1
版本需求：需要 iOS 8.0 或以上版本。與 iPad 相容。
支援語言：英語
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
支援平台：iPad