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Wrap Strategists Programs Draw on the knowledge of leading professional managers which represents a variety of programs, including mutual fund and ETF portfolios. With over 22 wrap strategists, advisors have the option to choose the one that best meets their client’s needs.
Separate Account Programs Affluent investors can place assets in discretionary accounts managed by an ever-expanding list of more than 230 well-known money managers representing more than 760 investment strategies.
Model Management ProgramAllows advisors the flexibility to build and manage their own models, while still being able to offer the built-in proposal generator, trading tools, alert system, and reporting functions.
Unified Managed Accounts Access to separate account models, mutual funds, and exchange-traded funds (ETFs) — all held within a single brokerage account. This offering includes:
A packaged, multi-manager account from Envestnet Asset Management, representing a range of money management capabilities.
A flexible, advisor-directed program, which allows brokers and advisors to select from identified portfolios, or modify the program by adding additional investment sleeves, choosing from a selection of mutual funds, ETFs, and separate accounts.