New Products

National Planning Holdings Launches Comprehensive Advisory Platform

Vanessa Doctor July 13, 2010

National Planning Holdings Launches Comprehensive Advisory Platform

National Planning Holdings has launched a new Web-based advisory platform that combines a wide range of investment strategies from various money managers worldwide.

WealthOne, the new platform, will be available to all affiliated advisors to NPH. It features the WealthOne Suite, Strategist Solutions, gives financial professionals access to strategies by managers from the likes of Vanguard, JP Morgan, Standard & Poor's, UBS, Russell Investments, Lazard, Avatar Associates and Loring Ward. It also features the Advisory Portal, which opens client access directly from advisors' broker-dealer website, among others.

“We believe one of the program’s major benefits is that it provides financial advisors with an efficient way to access our asset allocation advice. Also, it gives advisors the ability to mix and match our expertise with that of other asset managers," said David Pologe, the executive director and national sales manager of the financial institutions group at UBS Global Asset Management.

NPH is currently conducting a series of road shows in 11 US cities to introduce the platform to advisors around the country. So far, the firm's broker-dealer network is at 3,470.

 

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