National Planning Holdings Inc., a Santa Monica, Calif., broker-dealer, has announced the introduction of a Web-based portfolio management and reporting platform for financial professionals.
Advisor Solutions is designed for advisers who use an advisory model in their practices, the company said on Monday. It is available to all advisers affiliated with the National Planning Holdings unit of Jackson National Life Insurance Co. in Lansing, Mich. (Jackson National is owned by Prudential PLC in London.)
The Advisor Solutions platform "streamlines the day-to-day operations of advisers while integrating a series of online institutional money management tools and flexible reporting options," the company said.
It lets advisers create model portfolios and assign clients to the appropriate model based on risk tolerance. Advisers have the flexibility to build models using several different techniques, including the option to manually create models not tied to specific asset allocations.
The platform features automatic rebalancing and reporting tools.