Fee-based asset management is an ideal strategy for providing clients with unbiased investment advice and comprehensive financial services.  Today, many investors prefer fee-based asset management because it keeps both the investor and the advisor focused on the same goal—growing the value of their assets.  And a fee-based asset management program, with its benefits and rewards, is widely recognized as beneficial in maintaining and developing long-term client relationships, especially with high net worth individuals.

Because of these benefits, ePLANNING Securities offers its Registered Representatives a variety of choices for fee-based investment advisory business.  You can choose to use ePPS, our premier asset management platform or if you prefer, you can use other Money Manager investment products and tools.  Regardless of which choice you make, by becoming an Investment Advisory Representative (IAR) of our Registered Investment Advisor (RIA), ePLANNING Advisory Services, Inc., you’ll have access to a wide range of advisory platforms and tools, including those listed below.  And to help you build and grow your fee-based business, ePLANNING Securities provides extensive training and coaching. 

ePLANNING Portfolio Solutions (ePPS) ... more info on ePPS...
ePPS is an industry leading, comprehensive and flexible investment management platform embedded directly into NFS’ StreetScape.  One of the most unique and powerful features of ePPS is that it removes the “all-or-nothing” investment approach many fee-based platforms limit you to. And ePPS is easy to use.  Simply profile the client and the platform guides you through the steps to create the portfolio, the sales proposal, and the paperwork.  You can accept the proposed recommendation, modify it, or create an entirely new solution for your client.  ePPS provides a variety of program options, including Separate Account Managers, Multi-Managers and Mutual Funds.  And coming in 2008 is The Rep as Portfolio Manager which will allow you to model portfolios of your own making while maintaining all the functionality of the ePPS platform
                      
feeEngine
NFS’ feeEngine is a web-based product used to administer fee-based brokerage accounts for asset based pricing and automatic account debit.  It acts as the billing engine for all of NFS’ fee-based solutions.  FeeEngine automatically calculates and debits the accounts, and can be used for both managed accounts and for fee-in-lieu of commission accounts. 

Advisor Channel
NFS’ Advisor Channel is a robust combination of PC- and Internet-based portfolio management, trading, reporting, and integration tools.  It’s ideal for investment advisors who actively manage and rebalance portfolios or support a proprietary wrap program.  Advisor Channel leverages the most advanced technology from Fidelity Investments.  It seamlessly links your office directly to NFS’ security processing system as well as with third-party software packages.  It can be installed on a single-user workstation, across a network and accessed by multiple users simultaneously, or across a wide area network (WAN) providing remote access to users in multiple locations. 

Money Managers
At ePLANNING Securities, we want to make sure our representatives have a wide variety of choices, so we maintain direct selling agreements with many of the nation’s best independent money management companies.  And if you currently have relationships with Money Managers not on our approved list, we’ll work with you to get them approved.  Many of these money management companies are considered Turnkey Asset Management Programs (TAMPs) meaning they manage assets and provide marketing materials, in-field sales support, strategic coaching, help desks, and other forms of support.