Woodbury Financial today has launched Advisor Group’s proprietary VISION2020 Wealth Management Platform to advisors. The platform is a web-based solution with leading portfolio management and trading tools, four unique investment options and simplified account administration that seamlessly integrates into the firm’s open architecture technology.
"Just last month we rolled out Advisor Portal to our nearly 1,200 financial advisors," said Pat McEvoy, President and CEO of Woodbury Financial. "One of Advisor Group’s greatest strengths is its industry leading technology platforms, and launching the Wealth Management Platform for our fee-based advisors will help them grow their businesses and even better serve their clients."
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VISION2020 Wealth Management is available to advisors with independent RIAs as well as to advisors affiliated with Woodbury Financial or any of Advisor Group’s broker-dealer RIAs. The platform serves advisors who prefer to manage client accounts as well as those who prefer to outsource management of client portfolios. Investment options on the platform include Advisor Managed Portfolios, Unified Managed Accounts, Separately Managed Accounts, a series of Model Portfolios from eight leading strategists. The platform is a comprehensive solution that provides flexibility while addressing key areas of importance to fee-based advisors, including in-depth research, a five-step proposal process that takes advisors from program research to account establishment quickly and intuitively, and intelligent reporting that combines technology with simplified administration – clients can access their account information online or receive a paper statement and the billing process automatically calculates and processes fees, easing the administrative burden on advisors. The new platform seamlessly integrates with VISION2020 Advisor Portal – a single sign-on website that provides advisors access to client account information through Advisor Group’s exclusive VISION2020 account platforms, personalized news and alerts and more – which Woodbury successfully rolled out to advisors last month.
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