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 NRPA
Global Portfolio Solutions (GPS)
NRPA Global Portfolio Solutions offers sophisticated asset management and performance
reporting tools powered by Envestnet®. From turnkey wrap programs such as
GPS NAVIGATOR to third-party managed account solutions, advisors have access
to a broad array of platform alternatives. For advisors who elect to directly manage
client assets, Envestnet provides the following key functionality:
- Rebalancing and Liquidity Tools – automatically display recommended trades,
enabling you to make portfolio decisions, modify trades and exclude accounts as
you see fit.
- Trading Tools – allow you to list trades and execute them with the click
of a button.
- Sophisticated Alert System – sends automatic notifications when cash or positions
have been received and when trades have been received and executed by the custodian.
GPS LATITUDE
Through Pershing’s NetExchange Pro® technology, advisors have access to Advisor Tools™,
an asset management tool that enables you to:
- Allocate assets by classes or customized investment styles
- Create model portfolios and assign clients to specific models
- Generate “drift reports” to monitor allocations by asset type or industry
- Group accounts for block trading and other account related monitoring
- Submit single trades or block trades across multiple accounts
- Utilize aggregation capabilities
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