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Ameritas Investment launches retirement plan platform

Dec 05, 2018 - Global Banking News

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 ...