Transcription of 2020 Wealth Management Platform: Frequently …
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2020 Wealth Management Platform: Frequently …
The VISION2020 Wealth Management platform is an integrated delivery of the research, invest-ment products and business tools you need to efficiently accomplish the critical tasks associ-ated with building your fee-based an effort to provide you with the guidance you need to make an informed assessment of the platform s benefits, we ve compiled this list of Frequently Asked Questions. This piece, along with other marketing materials and information contained on the Advisor Portal, offers a comprehensive overview of the Questions1 Q: What is the Wealth Management platform? A: The VISION2020 Wealth Management platform provides advisors consolidated access to Model Portfolios by Third-Party Strategists, Separately Managed Accounts (SMA), Unified Managed Accounts (UMA) and Advisor Managed Portfolios (Rep as Advisor/Portfolio Manager).
The VISION2020 Wealth Management® platform is an integrated delivery of the research, invest- ment products and business tools you need to efficiently accomplish the critical tasks associ-ated with building your fee-based practice.
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