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New Mobile App Allows Advisors to Manage Assets On the Go

Securities America recently announced the introduction of a new mobile app for its advisory platform Managed Opportunities®. The fee-based wrap program provides access to a roster of over 500 mutual fund and ETF wrap account strategies, plus 125 separately managed account portfolios.

With the app, advisors can access Managed Opportunities® on the go providing much needed flexibility to a busy profession.

“Our focus remains on providing advisors flexible and scalable technology that allows them to be more efficient,” said Janine Wertheim, president of Securities America Advisors and senior vice president and chief marketing officer of Securities America.

The new app allows advisors to perform a range of activities such as managing client assets, conducting client specific reviews, creating self-directed models, carrying out proposals, and more.

“We understand the need to be on the cutting edge with respect to platforms that can help advisors manage and grow their business, and will continue to expand our offering as new options become available,” added Wertheim.

Founded in 1984, Securities America is one of the nation’s largest independent broker dealers with more than 1,800 advisors responsible for $50 billion in client assets.

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