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

WMP alternatives

Stock Master: realtime stocks

Stock Master is designed to bring you a streamlined mobile stock market experience. Whether you are a novice stock user, chartist, or day trader, Stock Master is the last app you will ever need. Practice your trading skills and play trading game using free virtual fund, chatting with your friends. Premium Subscriptions:- No Ads, all features enabled Payment will be charged to iTunes Account at confirmation of purchase Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal Subscriptions may be managed by the user and auto-renewal may be turned off by going to the users Account Settings after purchasePlease send us feedback in the App if you need more features or find any issues, that will help us make it the best stock app in the app store.

  • rating 4.6909
  • size 161 MB

Personal Capital

Track and manage your financial life. Personal Capital combines award-winning financial tools with personal attention from registered financial advisors. NEW VOICE ACTIVATIONNow with iOS 11, you can ask Siri to give a summary of your accounts, check current balance and more.

  • rating 4.53175
  • size 84.5 MB

Vanguard for Advisors

As a financial advisor, you need up-to-the-minute information, no matter where you are. Vanguards industry-leading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when youre away from the office. Download the most recent articles, videos, podcasts, and product information for offline access on the iPad.

  • size 22.9 MB