Under the terms of the partnership, National Advisors Trust will provide its registered investment adviser (RIA) clients direct access to AAM’s fixed income securities tools and services from its AdvisorDesk multi-custodian technology platform. National Advisors Trust says it is a more direct and efficient way for RIAs to get quotes and trade fixed income securities.
AAM enables advisers to view a searchable inventory of fixed income products, including municipals, corporates, treasuries, and agencies. Advisers can purchase bonds, receive current bids, and sell bonds online. Advisers can also access market research, produce client-facing reports, and AAM will analyze their current bond portfolios and offer suggestions.