Investment Management Has Never Tasted So Suite.
WealthSuite is a digital investment management platform designed for financial advisors seeking additional capabilities, flexibility, and efficiency in portfolio management. WealthSuite offers a seamless technology experience to address many account and portfolio management functions.
- Account opening
- Account maintenance
- Custodian selection
- Rebalancing
- Reporting
- Trading
- Custom proposals
- Model selection
- eSignature
The WealthSuite Difference
Exclusive WealthSuite is only available to investment advisor representatives of Private Advisor Group.
Competitively Priced The platform fee is based on total assets on the platform, irrespective of account size.
Multi-custodian WealthSuite supports two major custodians with additional ones to follow.
Curated WealthSuite offers exclusive custom models from experienced strategists available nowhere else.
Powerful Integrated technology and service structures make it easy to manage accounts, process trades, and generate reports for your clients.
Flexible WealthSuite has strategies to address a wide range of investment objectives and investor risk tolerance levels.
Key Features
Core Models Centrally manage your clients’ investment portfolios with WealthSuite’s Core Models. Leverage strategist models to manage asset allocation, make individual securities decisions, and maintain client portfolios.
Custom Indexing
Customize portfolios and generate additional tax benefits for your clients with WealthSuite’s Custom Indexing capabilities. Custom indexing allows you to offer portfolio customization, tax management, and preference-based strategies like ESG investing for accounts of all sizes.
Contact us to learn how WealthSuite can help create efficiency for you and value for your clients.
Connect With Us
If you are new to our community, our Business Development team is here to help.
If you are already affiliated, then contact your Growth Engagement Director.