The key to increased productivity in a financial
services practice is the seamless integration of business processes and
technologies across your many daily duties.Most of today’s Investment Professionals provide their clients financial
solutions in both a Registered Representative (commission-based) and Investment
Advisor (fee-based) capacity.While the
lines can at times get blurred, it is important that you partner with a broker/dealer and Registered Investment Advisor that guide you through the
operations, products and compliance challenges that can arise when serving in
both capacities.
To assist our Investment Professionals in
navigating through this environment, J.W. Cole Financial has released the asset
management platform, Managed Account Solutions®.Managed Account Solutions is fully integrated
into Streetscape via National Financial Services LLC.As a result, you can easily coordinate your
practice’s fee-based and commission-based activities on the same technology
platform to dramatically improve broker and advisor productivity.
Managed Account Solutions® is an open architecture
platform that provides you the freedom to choose from a wide array of
investment advisory programs and money managers.
Unified
Managed Accounts – Combination of
multi-manager accounts and advisor directed programs
Wrap
Strategists Program – Choose from the best ETF
and Mutual Fund Wrap managers
Separate
Account Program – Provide your affluent
investors with over 150 premier money managers representing over 400 investment
disciplines.
Model
Management Program – Create and trade your own
Model Portfolios through this powerful Model Management tool.
Managed Account Solutions® provides an end-to-end
platform to help J.W. Cole’s Investment Professionals deliver solutions to a
wide range of investors.By assembling a
full range of investment options, powerful analytic tools, research, and
dynamic reporting capabilities in a single platform, Managed Account Solutions
has served as the catalyst for many J.W. Cole Investment Professionals to grow
their fee-based business and better manage their practice.
