Envestnet Partners with Securities America
Envestnet Retirement Solutions (ERS)
announced May 7 that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation.
ERS will provide Securities America advisors with access to fiduciary, asset management, fee disclosure, and managed account services for retirement plans from one unified platform, according to the announcement. Securities America’s advisors can also:
- leverage ERS’s model management and 408(b)2 services; and
- create customized client-facing reports using the ERS system.
“Our integrated data aggregation network will enable Securities America to build a complete, auditable reporting system to track and manage the firm’s retirement plan business,” said Babu Sivadasan, Group President, ERS. “We look forward to working with Securities America to provide its advisors and plan sponsor clients with enhanced solutions and transparency.”