’s independent-broker-dealer business, Advisor Group, is rolling out a re-engineered second generation of its technology platform, Investment News reports. The revised web-based version of the platform will now be called Vision 2020 Wealth Management.
The platform, built on open architecture, provides many new portfolio management tools and features a custom-built trading engine and a variety of investment options. It also provides all the account administration features developed for the first generation. The platform’s integrated managed-account area, called adviser-managed portfolios, was developed in partnership with turnkey platform provider, Envestnet.
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