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Managed Account Solutions - A better choice for fee-based success
   


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National Finanical’s
Managed Account Solutions®
is designed to help broker/dealer firms:

  • Recruit and retain top brokers and advisors
  • Grow fee-based revenue
  • Target affluent investors
  • Improve efficiency and manage risk

It delivers:

  • Full Integration with Streetscape
  • Comprehensive Investment Advisory Programs
  • Extensive Broker and Advisor Support
  • Flexible Home Office Support

 

Call 888-678-1607 or CLICK HERE
Fee-based business applies to Registered Investment Advisors only.

This demonstration ('demo') illustrates features of the National Financial (NF) Streetscape® web-based system, which is intended for use by NF clients. The demo uses hypothetical information that is not current and should not be relied upon for your investment decisions. Any companies, trading symbols, or mutual funds mentioned are provided for illustrative purposes and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Actual information provided may be outdated, and should not be relied on as accurate. Screen images may differ from actual screens in the product, and not all of the functions work exactly as they would in the actual product. Customer names, account numbers, and the positions held in the accounts are hypothetical and used solely for illustrative purposes.

National Financial's Managed Account Solutions service is provided by Envestnet Asset Management Inc. (“Envestnet”), a third-party provider of investment management services. National Financial does not provide investment advisory services in connection with these services. Envestnet is not a corporate affiliate of National Financial.

Envestnet Asset Management, Inc. (Envestnet) is a registered investment advisor that engages in the business of providing investment advisory and multi-product online technology services and products to financial intermediaries and end-customers. Portfolio Management Consultants (PMC) is the investment consultant of Envestnet. Where Envestnet or PMC is mentioned, the material is provided for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs and objectives, goals, time horizon, and risk tolerance.

The third-party providers mentioned are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Trademarks are the property of their respective owners.

 National Financial Services LLC, Member NYSE, SIPC
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