Geared toward investment advisers with sophisticated clients, the platform integrates proprietary research from Callan Associates with Envestnet’s tools and technology. The platform is expected to become available exclusively to adviser teams in Dynasty’s network in early 2012.
The platform also includes an economic-scenario asset allocation model that is designed to meet the needs of investors with substantial assets, according to the companies. Dynasty advisers can use the platform to generate detailed, institutional-grade proposals tailored to each client’s situation and objectives.
“A key point of differentiation of the Dynasty/Envestnet platform is our ability to integrate independent manager research and top-notch investment thinking from Callan Associates,” says Ed Swenson, COO of Dynasty Financial Partners. “Callan’s proprietary research will underlie the manager selection and asset allocation modules, and will ultimately allow investment professionals to give better, more informed and more objective advice to their clients.”