WMP for iOS The VISION2020 Wealth Management Platform (WMP) is an integrated delivery of wide-ranging investment solutions, innovative advisory tools, and...
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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

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