Pershing Advisor Solutions Launches Managed Accounts Solution For RIAs
Managed360 is a wrap program offered through
"As investor attitudes and demands change, advisors are increasingly being challenged to define their unique value proposition and investor experience," says
"In addressing these challenges, solutions that help advisors serve investors more effectively and efficiently are becoming all that more critical to the success and scalability of the business. By bringing Managed360 to our clients, we believe we are filling an important need in the marketplace and further advancing our commitment to delivering advisors an ever broader set of products and solutions."
Managed360, now available on Pershing Advisor Solutions' brokerage platform, pairs investment selection, due diligence and comprehensive proposal and reporting capabilities with institutional-quality research delivered by Lockwood and supported by the
"Managed360 is designed to deliver a scalable, ready-to-use solution to help advisors streamline investment and account management," says
Managed360 is fully integrated within Pershing's technology platform, NetX360Âź, providing advisors with the opportunity to leverage one technology platform for all their assets and drive better operational efficiencies.
ManagedConnect, launched earlier this year, allows RIAs to design customized portfolios by seamlessly connecting their investors to a wide array of money managers via a flexible, open-architecture managed account platform. The solution currently offers more than 180 strategies from industry leading and boutique SMA money managers.
"Dualcontract offerings represent a rapidly growing part of our business," says
About
About
About
About
Lockwood is the sponsor of Managed360, a wrap fee program for which it provides investment advisory and overlay services. Pershing is not a registered investment adviser and does not offer investment advisory products, programs or services. Pershing provides wholesaling support, proposal generation and billing services. Investment advisory and overlay services provided by Lockwood.
For more information about Lockwood, as well as its products, fees and services, please refer to the Form ADV Part 2, Wrap Fee Brochure for the Managed360 Program, which may be obtained through your financial advisor or by writing to Lockwood at:
Sanuber Grohe
+1 201 413 2247
[email protected]
View original content:http://www.prnewswire.com/news-releases/bny-mellons-pershing-advisor-solutions-launches-managed-accounts-solution-for-rias-300741267.html
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