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The Wealth Management Platform (WMP)

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Meet WMP

The Wealth Management Platform (WMP) is an integrated investment management platform designed to help you manage the full lifecycle of your clients' advisory assets. An integral part of the digital (r)evolution, we continuously seek feedback to evolve the platform to provide you with best-in-class technology for advisory solutions.

The journey

NOW AVAILABLE

April 2024

The beginning of a simpler, more transparent pricing structure in the Advisor Managed Portfolios (AMP).

NOW AVAILABLE

May 2024

By bringing together two seemingly opposite investment approaches, the new ActivePassive PMC ETF Portfolios offer benefits that may align with what you and your clients are looking for in investment solutions.

NOW AVAILABLE

June 2024

The launch of Risk Express, a time saving tool, will help you streamline the new account opening process for your clients. If you have already documented your client’s risk from a current account, an approved risk tool or financial planning tool, you won’t have to complete the 6 step Risk Tolerance Questionnaire again.

NOW AVAILABLE

July 2024

Investment Strategy Proposal Lite is the streamlined version of the current comprehensive Investment Strategy Proposal. In addition to prioritizing essential proposal information, the ISP Lite document features a refreshed look. Access ISP Lite resource.

NOW AVAILABLE

July 2024

UMA Sleeve Level Trading for Cash Flows allows for cash to be allocated to or from individual sleeves or positions in a UMA account without the need for a full rebalance. Access UMA sleeve guide and FAQ.

NOW AVAILABLE

August 2024

The old WMP proposal tool is no longer available to create new proposals. You can create new proposals in the Next Generation Proposal (NGP), but if you have proposals sitting in the old proposal tool, you can now convert them to the Next Generation Proposal.

NOW AVAILABLE

October 2024

A new process called Auto Invest mitigates the need to manually create an Invest Contribution Service Request or Rebalance Service Request for managed accounts to ensure client cash deposits are invested.

COMING SOON

Manage concentrated stock with the help of SpiderRock Hedge Equity SMA. This concentrated stock strategy creates a hedge that aims to minimize downside risk without disrupting your underlying investment portfolio.

Enhance capabilities and enable dollar-cost averaging into specific sleeves or positions with UMA Sleeve Trading, as well as facilitating systematic withdrawals from designated sleeves or positions.

A welcome change to the current process, you can now enroll your clients in QPR eDelivery without contacting the home office to complete the enrollment.

DOWN THE ROAD

Personalized Index Portfolio Builder empowers financial professionals to easily craft customized index strategies for clients by completing a brief questionnaire outlining their client's requirements. QRG Capital Management then provides an index strategy tailored to these preferences.

Wealth Trading provides an extensive range of features and functionalities tailored for AMP account trading and order submission. It introduces an interactive dashboard that offers a comprehensive overview of trades and their current statuses, significantly enhancing the trading experience.​

Sustainable Investing is a turnkey technology solution that allows advisors to incorporate sustainable investing in every step of the investment proposal creation process. It is a fully embedded portfolio construction tool built to foster a holistic and informed model building experience.

August

Important: opening a WMP account in new eQuipt

When opening a WMP account in the new eQuipt, generate a separate proposal for each account opened for a smoother experience. The Separately Managed Account (SMA) program is the exception, where you can have multiple accounts included in a single proposal. Thank you for your patience while we continue to enhance the new eQuipt.

July

Investment Strategy Proposal Lite

Investment Strategy Proposal Lite is the streamlined version of the current comprehensive Investment Strategy Proposal. In addition to prioritizing essential proposal information, the ISP Lite document features a refreshed look. Learn more.

July

UMA Sleeve Level Trading for Cash Flows

UMA Sleeve Level Trading for Cash Flows allows for cash to be allocated to or from individual sleeves or positions in a UMA account without the need for a full rebalance. Learn more.

April

Program for HNW clients

Attract and serve high net worth clients with the new program from the Capital Group Private Client Services.

APRIL

AUM-based pricing

AUM-based pricing on Advisor Managed Portfolios (AMP) in the Wealth Management Platform (WMP). $50M in AUM on WMP and above will see simplified, flat pricing.

NEWS & UPDATES

The new WMP interface

The Wealth Management Platform (WMP) has a new, more intuitive and modern user interface. You can easily navigate through the full client and wealth management process.

Core functionality is not changing. You'll be using the same robust infrastructure of WMP just with a more modern look and feel.

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Hear from your peers

  • Using the WMP has helped grow my advisory business tremendously.

    Whether using SMAs or building your own models, the Wealth Management Platform (WMP) has all the necessary tools to assist you. Using the WMP has helped grow my advisory business tremendously, year after year.

    Greg Cooper
    Investment Advisor Representative
  • Using the WMP has helped grow my advisory business tremendously.

    Whether using SMAs or building your own models, the Wealth Management Platform (WMP) has all the necessary tools to assist you. Using the WMP has helped grow my advisory business tremendously, year after year.

    Greg Cooper
    Investment Advisor Representative

Get in touch

Advisory Business / Platform Questions
IA Consulting
ia@osaic.com
877-773-8130

WMP Technology / Billing Questions
IA Operations
800-551-5616

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