INNOVATIVE WEALTH SOLUTIONS

Flexibility on your terms

Maximize your time and highlight your value to clients as you oversee the lifecycle of their advisory assets with our proprietary, in-house investment management platform.

WEALTH MANAGEMENT PLATFORM

Powered by Envestnet’s technology and connected infrastructure, the robust features and functionality of Wealth Management Platform (WMP) support your delivery of investment management services to your clients. This comprehensive advisory platform acts as a one-stop shop for all your and your clients' needs.

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Industry-leading technology
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Flexible & seamless integration
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Variety of investment types, minimums, and pricing
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Opportunities for scale

Your advisory options

Our web-based platform is backed by leading research and technology with four distinct advisory programs, supported by an expert team of internal consultants. You determine how you want to manage your clients’ money.

END-TO-END SUPPORT

Maximize the tools in your practice

Teams of experts are available to help you navigate products and programs, and help provide solutions for your client proposals.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by Vision2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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