AdvisorWrap Platform

AdvisorWrap leverages the power of Pacific West, National Financial Services (NFS) and Envestnet Asset Management, to provide you with a turn-key money management wrap platform. Through AdvisorWrap, you have access to more than 400 investment disciplines, mutual fund wrap strategies and, for approved Portfolio Managers, a robust platform for managing your own investment models. 

AdvisorWrap’s five programs offer you the opportunity to select the appropriate investment strategy for your client or prospect:

• Mutual Fund Program (MFP)
• Separately Managed Account Program (SMA)
• Multi-Manager Account Program (MMA)
• Unified Managed Account Program (UMA)
• Rep as Portfolio Manager Program (RPM)

In addition to the robust management programs available in AdvisorWrap, you have access to a state-of-the-art proposal generation tool which allows you to:

• Analyze an existing portfolio
• Assess a client’s suitability with a risk tolerance questionnaire 
• Develop a new investment strategy 
• Compiles the data into a professional sales presentation tool

Included in the AdvisorWrap program:

• Fee billing (Advisors are paid in advance on a quarterly basis)
• Quarterly performance reporting
• Automatic system rebalancing
• The ability to link managed and brokerage accounts for a consolidated statement
• Online access to view client accounts though the NFS Streetscape workstation