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WMP for iOS

By Envestnet Free

Developer's Description

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

Full Specifications

What's new in version 1.0

General

Release June 11, 2016
Date Added June 10, 2013
Version 1.0

Operating Systems

Operating Systems iOS
Additional Requirements Compatible with: ipadwifi, ipad3g, ipad2wifi, ipad23g, ipadthirdgen, ipadthirdgen4g, ipadfourthgen, ipadfourthgen4g, ipadmini, ipadmini4g

Popularity

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Downloads Last Week 0
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