Founded in 2000, ADVISORport, Inc., a PFPC Worldwide Company, is a provider of highly scalable managed account technology and operational services. Leveraging its open-architecture technology, ADVISORport integrates Unified Managed Accounts, Separately Managed Accounts, Mutual Fund Wrap Accounts, Multi-Strategy Models, Fee-Based Brokerage and client designated Trading & Custody services into a single client solution.
 |
Collectively PFPC Worldwide services billions of dollars in managed account assets daily:
- ADVISORport, our managed account platform, currently services $82.4 billion* in assets
- MMO, PFPC’s money manager outsourcing solution, currently services $17.7 billion* in assets
- SuRPAS, PFPC’s non-advisory mutual fund wrap program, currently services $5.5 billion* in assets
|
|
ADVISORport currently services more than 60 managed accounts client firms, including broker/dealers, banks/trust companies, money managers, insurance companies and RIA’s/wealth management firms |
|
ADVISORport currently employs nearly 200 employees, with varying disciplines, including Investment Research, Technology, Wholesale Support, Marketing, Client Services and Operations. |
|
Ability to private label and customize the platform to meet your unique needs:Your solutions, your brand, your culture |
|
One of the industry’s first functional UMA platform (launched 2003) |
|
Flexibility provides views/reporting across multiple registrations, and links to multiple custodial platforms |
|
Membership on the MMI Technology and Operations Standards Committee |
 |
| * As of December
2007 |
ADVISORport, Inc. is a federally registered investment adviser and a wholly owned subsidiary of PFPC Worldwide, Inc. In addition to ADVISORport’s investment advisory services, PFPC's Managed Accounts Services* provides back-office solutions to RIAs, Broker-Dealers and money management firms. These solutions include an online managed account platform, flexible and fixed UMA model platforms, mutual fund wrap services and money manager back-office outsourcing.
PFPC, a member of the PNC Financial Services Group, Inc. (a Fortune 200 Company), is a leading provider of processing, technology and business solutions to the global investment industry. PFPC offers many financial services, including fund accounting and administration, transfer agency services, custody and sub-accounting services for $1.9 trillion in total assets and 65 million shareholder accounts.
|
*PFPC Managed Account Services is not a legal entity, and is a general business term used to describe PFPC’s managed account technology, operational and advisory solutions, all of which are provided by PFPC and/or its advisory affiliates. PFPC's Managed Account Services include ADVISORport®, Money Manager Outsourcing (operating within PFPC, Inc.) and SuRPASTM, PFPC's non-advisory mutual fund wrap program (operating within PFPC Trust Company). These entities provide managed accounts solutions and are packaged as PFPC Managed Account Services for marketing purposes only.
For more information about ADVISORport, its advisory programs and services please refer to its Form ADV Part II, which may be obtained by contacting ADVISORport at 610-382-7700 or by writing to 760 Moore Rd., King of Prussia, PA 19406
|
