Ameritas Investment launches retirement plan platform
Ameritas Investment Corp. (AIC) has announced the launch of its new retirement plan platform, offering a comprehensive array of tools to better help advisors serve the retirement plan marketplace, the company said.
The new platform is a partnership between AIC and Envestnet | Retirement Solutions' Practice Advantage. Envestnet | Retirement Solutions (ERS) is a subsidiary of Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness.
The new AIC platform provides robust tools, including a client relationship management (CRM) solution, advisor management dashboard, investment analytics, fund research and monitoring reports, as well as request for proposal (RFP) and vendor search ...