Placemark Investments Inc., a provider of active overlay portfolio management services, launched a set of services for independent advisers seeking to transfer accounts.

The Advisor Business Conversion services are an extension of services Placemark provides its sponsor partners to help them recruit advisers, the company said Tuesday.

Independent advisers can use the services to set up a custom unified managed account program integrated with any of the major registered investment advisory trade and custody service providers, while retaining full control over the products and features used to serve high-net-worth clients, Placemark said.

The services analyze the adviser's book of business, including product needs, tax considerations, trading/custody requirements, and preferred solution architecture, Placemark said.

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