ADVISORport - Offering the next generation unified managed account

	Online investment proposal generation: Seamlessly combines client profiling, asset allocation and investment solution
	Automated portfolio tracking: Automatically identifies portfolio deviations from client's investment policy
	Robust on-demand account information: Includes positions, market values, tax lots, realized and unrealized gains/losses
	Active overlay technology and tax management capabilities: Highly automated portfolio management process
	Online asset management tools: Ability to rebalance investor's portfolio and exchange/replace investment vehicles within an investor's portfolio

	Highly experienced sales team: In-the-field and online support helps foster the growth of your managed account business
	Marketing and training: Provides a toolkit of customizable marketing collateral (product sheets, prospecting letters, presentations and more) to help drive your business
	Training: Educational tools and personal support are offered to help the advisor understand and sell fee-based wealth management solutions

	Daily consolidation of all client accounts: Monitors overall asset allocation and performance
	New account processing and ongoing account administration: Supports a multi-custody environment
	Automated and flexible account billing services
	Ongoing reporting tools: Monitors compliance issues and business risk