Securities America Enhances Advisory Services Technology Offerings
Managed Opportunities is a state-of-the-art fee-based wrap program offering immediate access to a proven roster of more than 500 mutual fund and ETF wrap account strategies and more than 125 separately managed account portfolios all on a single platform. Managed Opportunities gives advisors the ability to create their own self-directed models, outsource to third-party money managers or do both in a single account with the Unified Managed Accounts option.
Advisors can use the Managed Opportunities mobile app to run proposals, manage client assets, run client-specific reviews and perform deep research from a tablet. The availability of the app complements the powerful desktop version of Managed Opportunities 2.0. Securities America made the fully-branded app available to all its advisors at no additional cost.
"Our focus remains on providing advisors flexible and scalable technology that allows them to be more efficient," said Janine Wertheim, president, Securities America Advisors and senior vice president and chief marketing officer, Securities America. "We understand the need to be on the cutting edge with respect to platforms that can help advisors manage and grow their business, and will continue to expand our offering as new options become available."
About Securities America
Securities America is one of the nation's largest independent broker-dealers with more than 1,800 independent advisors responsible for $50 billion in client assets.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.