Products February 25, 2010
NFP Launches Wealth Management Platform
National Financial Partners Corp. and its subsidiary, NFP Securities,
Inc., recently launched NFP IndeSuite, a wealth management platform for
the independent registered investment adviser (RIA).
Reported by Ellie Behling
Charles Schwab will be the first custodian on the IndeSuite platform. Going forward, NFP said it expects to expand the offering across additional third-party custodians.
NFP IndeSuite provides the ability to integrate commission and fee-based businesses, centralized through a dashboard called AdvisorComplete, the company said. The program is designed to process new business, service accounts, manage client data, and track compensation across multiple platforms and custodians.« How to Find Plan Sponsor Prospects through Social Networking