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.


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.

Osaic Logo
Industry-leading technology
Osaic Logo
Flexible & seamless integration
Osaic Logo
Variety of investment types, minimums, and pricing
Osaic Logo
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.


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., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., Osaic 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., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

Osaic Logo
By using this website, you agree to our use of cookies. We use cookies to provide you with a great experience and to help our website run effectively.