Advisory Solutions

Access a full range of fee-based products, including advisor-directed programs, third-party money managers, and separate accounts from institutional asset managers, as well as our in-house strategists. Fee-based consultants help support extensive advisory offerings, all accessible on a single technology platform—Guided Portfolio Solutions (GPS).

Advisory Consulting Services

Profile your book of business, uncover new ideas to reach existing and prospective clients, and access support from discovery through the point of sale. With extensive advisory experience, we help design and refine your plan to best position your practice.

Advisory Consulting Services Icon
Guided Portfolio Solutions (GPS) Icon

Guided Portfolio Solutions

Systematize your asset management process with Guided Portfolio Solutions (GPS), saving you time and making it easy for you to navigate through what can be a complicated set of hurdles. Manage your assets on your own, or delegate to a strategist or investment manager. GPS offers high-quality proposals, model and account management tools, timely performance reports and the ability to household accounts.

DOL Readiness

Do you know how the new DOL Fiduciary Rule will impact your revenue? We offer a robust DOL DynamIQs™ program and support team to help you navigate a post-DOL regulatory environment. It starts with our exclusive iQuantify assessment to determine readiness and at-risk revenue. From there, we offer self-placed learning, marketing tools and a step-by-step plan to help your business adapt to this transformative regulation.

READ MORE

DOL DynamIQs IQ Icon
Moving to Fee-Based Icon

Moving to Fee-Based?

If you're transitioning to fee-based, obtain necessary licensing and ensure you have the right communication and transition plan in place. Understand the impact to your revenue stream and position your practice to adapt to an evolving regulatory landscape.