Investment Solutions & Managed Accounts

Capabilities that help you build tailored portfolios, expand your offerings and support diverse client goals

What we do

OUR VALUE

Our solutions are designed to support the full investment lifecycle, combining product access, managed account solutions and optional outsourcing to help you serve clients more effectively as their needs become more complex.

How we help

SOLUTION HIGHLIGHTS

01

Broad Investment Access

A wide array of public and private investment solutions across asset classes, managers and structures — including retirement solutions — is available, allowing you to tailor portfolios to client goals.

02

Scalable Managed Accounts

SMAs, UMAs, models and direct indexing are available, allowing you to create personalized portfolios and serve more clients at scale as your business grows.

03

Tax Aware Portfolio Support

You can apply tax awareness within managed account structures to help manage the tax impact of portfolios.

04

Portfolio Outsourcing

You have the option to outsource portfolio implementation, annuity solutions and ongoing execution, which helps reduce day to day operational complexity, and frees up time to focus on clients and growth.

What we offer

PRODUCTS & SERVICES

Investments

Managed Accounts & Models

Retirement Solutions

Annuity Solutions

Wealth Technology

We offer access to traditional, alternative, institutional and specialized investment capabilities across public and private markets to expand client choice and support a wide range of portfolio objectives.

There are a variety of account structures, models and capabilities to choose from, including SMAs, UMAs, models, direct indexing and tax-aware capabilities.

Retirement solutions are available to help broaden your offerings and strengthen long-term client relationships.

Annuity business management through integrated workflows, carrier access and reporting capabilities helps support efficiency and oversight.

A modular, interoperable wealth technology ecosystem streamlines workflows, improves productivity and supports different operating models through flexible integrations.

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What you gain

BENEFITS AT A GLANCE

Grow Without Adding Strain

We help you expand your offerings and take on more complex client needs without adding operational burden, so you can scale your business efficiently as demand and expectations increase.

Differentiate Your Value

You can offer personalized portfolios, broader investment choice and institutional strategies that will help you stand out with clients and prospects and support deeper, longer term relationships.

Operate With Confidence

Integrated support across portfolio execution, tax awareness and optional outsourcing will help ensure consistency, control and governance as portfolios and regulations grow more complex.