Legend Advisory Corporation (Legend) has launched a new comprehensive wealth management platform, Guided Portfolio Solutions (GPS), for their financial advisers.
The new GPS platform is designed to provide financial advisers a streamlined approach to conduct fee-based investment management, from the client proposal, through account implementation, trading, performance reporting and ongoing support.
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Through GPS, Legend advisers will enable clients tailor their investment plans based on individual risk tolerances, goals and objectives in a consistent manner, across all investment products residing on the platform.
Vere Reynolds-Hale, national sales manager at Legend Group, said: "Providing our advisers with a customized advisory platform now allows them to offer a fully integrated solution with enhanced capabilities and a broad selection of money managers for their clients."
Miralda Gingrich, president of Advisory Services Corporation, a Legend affiliate, said: "The GPS platform not only offers clients the ability to manage their assets in an efficient yet sophisticated manner, they also have the ability to choose from many strategists and hundreds of separate managed accounts."
Legend has also unveiled the debut of a new product, the Absolute Return Portfolio, at the launch of GPS.
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By GlobalDataThe Absolute Return Portfolio, available on the GPS platform, will allow for a wider universe of asset classes without fixed asset weightings of traditional asset allocation approaches.
