SEPARATE ACCOUNT PROGRAM (Typically investors with $500,000 or more)

Offer your brokers and investors access to more than 75 premier separate account managers representing more than 200 investment disciplines.

What is it?

A program that offers investors the opportunity to place assets in discretionary separate accounts managed by professional money managers. A bundled asset-based fee covers money management, trading, and custody. Our Separate Account Program includes:

•  Billing, trading, due diligence, account monitoring, performance reporting, and more.

•  Due diligence, manager profiles, and research provided by Envestnet Asset Management.

Why this program?

• Access to institutional money managers.
• Custom-tailored investment plan.
• Tax management opportunities.
• Ability to place restrictions on portfolio holdings.

 REP AS PORTFOLIO MANAGER

Give your brokers the sophisticated portfolio modeling and diagnostic tools to construct, manage, and rebalance model portfolios for their clients.

What is it?

This option provides your brokers with a comprehensive set of portfolio construction monitoring and tracking tools. It delivers:

• Increased broker efficiencies : help drive growth by leveraging model portfolios and linking them to your clients' accounts.
• Automated alerts : brokers can take action when securities reach a predetermined drift threshold.
• Portfolio rebalancing : brokers can take advantage of emerging opportunities and changing financial conditions.

Why this program?

• Attract brokers with the experience to build, manage, and rebalance their own model portfolios.
• Online flexibility to adjust to your existing models, or create new ones, right in Streetscape.
• Take advantage of automated features like drift alerts and rebalancing to help improve broker efficiency.
• Give brokers more time to manage client relationships.

Managed Account Platform - Adobe PDF Download

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