Asset Manager Connect™ provides simplified connectivity between asset managers and sponsors to drive growth and efficiency across the managed accounts industry.
Asset managers require a single point of entry to move effortlessly across multiple sponsor platforms and increase operational efficiency. Asset Manager Connect combines all the necessary data, trading, model management and connectivity in one intuitive solution. Key benefits include:
- Offers point-of-entry into Wealth Management Network that includes multiple programs from 10 out of the top 12 broker-dealers in the U.S.
- Provides web-based interface to portfolio management, supports trading and reporting; gives access to holdings, transactions and executions for trading and reconciliation across multiple sponsor programs
- Minimizes occurrence of trading errors resulting from mistakes in manual data entry of the orders and models on multiple systems
- Facilitates trade routing, model update communication and reporting across multiple sponsor programs