National Planning Holdings, Inc.(R) Launches State of the Art Advisory Platform
Posted on: Monday, 8 September 2008, 12:00 CDT
National Planning Holdings, Inc. (NPH(SM)), the nation's seventh-largest independent broker-dealer network(1), today announced the launch of Advisor Solutions, a Web-based portfolio management and reporting platform for financial professionals who are implementing an advisory model within their practices. Available to all affiliated advisors of NPH, the Advisor's Solutions platform streamlines the day-to-day operations of advisors while integrating a series of online institutional money management tools and flexible reporting options.
"Advisors are gravitating toward an advisory model to meet increasing client demand and create a more dependable stream of income," said Jim Livingston, president and chief executive officer of National Planning Holdings, Inc. "As investors' needs become more complex, they seek deeper relationships with their advisor and a more comprehensive level of service. As such, we created the Advisor Solutions platform because we understand that advisors need easy access to sophisticated portfolio management, research and reporting tools in order to effectively meet their clients' needs and remain competitive in today's market."
The Advisor Solutions platform allows advisors to create model portfolios and assign clients to the appropriate model based on risk tolerance. Advisors have the flexibility to build models using several different techniques, including the option to manually create unique models that are not tied to specific asset allocation constraints. The platform also features automatic rebalancing and robust reporting tools; advisors can quickly access and print a variety of reports from the Advisor Solutions Web site, and also have the option to grant clients access to their accounts via secure login to the site.
"Advisor Solutions is an extremely flexible platform that gives advisors greater control over their clients' portfolios and makes the money management process more efficient," said James Clements, senior vice president of advisory services for NPH. "For clients with very similar financial objectives and risk tolerances, advisors can use model portfolios and save themselves the time it takes to create every client portfolio manually. For those clients with unique situations and more complex needs, advisors can create customized portfolios from scratch."
To help advisors gain a better understanding of the features and resources available through the new Advisor Solutions platform, NPH offers one-hour online training sessions every Thursday at 11 a.m. EST through AdvisorView, a new advisory Web portal designed for each of its affiliates in conjunction with Advisor Solutions. NPH also hosted a dedicated Advisor Solutions conference in Minneapolis in July to introduce advisors to the platform and give attendees the opportunity to share strategies with colleagues and third-party asset management providers.
Financial advisors who are interested in learning more about the Advisor Solutions platform should contact James Clements at (303) 488-4378 or james.clements@jnli.com.
National Planning Holdings, Inc. is an affiliate of Lansing, Mich.-based Jackson National Life Insurance Company(R) (Jackson(SM)). The NPH network consists of INVEST Financial Corporation(R), Investment Centers of America, Inc., National Planning Corporation(R), and SII Investments, Inc. Each company maintains its own unique culture and serves a specific niche of the financial planning marketplace, allowing the NPH network to deliver customized, market-specific services to advisors of all profiles.
For more information about the four independent broker-dealers in the National Planning Holdings network, please visit:
-- www.INVESTFinancial.com - INVEST Financial Corporation
-- www.InvestmentCenters.com - Investment Centers of America, Inc.
-- www.NatPlan.com - National Planning Corporation
-- www.SIIOnline.com - SII Investments, Inc.
About National Planning Holdings, Inc.
Santa Monica, Calif.-based National Planning Holdings, Inc. (NPH) is a broker-dealer holding company and an affiliate of Lansing, Mich.-based Jackson National Life Insurance Company. NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation, Investment Centers of America, National Planning Corporation, and SII Investments, Inc. Collectively, the NPH broker-dealer network currently has 3,025 registered representatives. NPH and Jackson are wholly owned by Prudential plc (NYSE: PUK), a company incorporated and with its principal place of business in the United Kingdom. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
1. Independent Broker-Dealer Network rankings by gross revenue, InvestmentNews, 4/28/08
PR 907 9/8/2008
Source: Business Wire
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