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).
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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.

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