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Kestra Financial Launches Retirement Strategy Business in Collaboration With Envestnet Retirement Solutions


May 9, 2022

AUSTIN, Texas–( SERVICE WIRE)– Market leading wealth management platform, Kestra Financial, today revealed the launch of Retirement Strategy Business (RPE) in collaboration with Envestnet Retirement Solutions

Created to raise retirement strategy options, RPE supplies a thorough retirement strategy practice management platform through single sign-on ability within Kestra Financial’s exclusive innovation platform, at no extra expense to associated monetary experts.

” At Kestra Financial, we are busily dedicated to supporting our monetary experts and their retirement strategy customers with best-in-class innovation,” stated Taylor Hammons, Head of Retirement Plans.

Amongst its lots of functions, the user-friendly platform consists of the following as part of its suite of retirement strategy tools:.

  • Strategy Management Control Panel: Created to assist monetary experts set and handle company retention and objectives, the control panel supplies aggregate views of strategies, AUM and scorecards, to name a few essential metrics. The control panel likewise helps monetary experts with property and pattern tracking by fund and record keeper.
  • Financial Investment Analytics, Fund Research Study and Keeping An Eye On Reports: The platform will provide monetary experts the capability to examine and compare existing funds with advised lineups, offer access to RPE’s exclusive analytics module, scoring requirements, and weightings in addition to create self-branded reports, consisting of market commentary, property allotment, plan-level efficiency, fund tracking, due diligence, charge benchmarking, and more.
  • RFP and Supplier Browse Tools: The program is constructed to automate, enhance, tailor, and successfully handle the proposition and search procedure. In addition, its functions will assist monetary experts keep an eye on, track, evaluate, and compare supplier reactions.

” This platform is user-friendly, ingenious, and versatile,” stated Hammons. “Whether monetary experts are searching for resources to service their existing retirement strategy customers or to assist them obtain brand-new retirement strategy company, it’s the perfect option for monetary experts concentrated on this industry.”.

The platform is customized to both monetary expert and strategy sponsor requirements, and supplies the versatility to represent progressing regulative requirements and fiduciary requirements, developed to guarantee the monetary expert’s suggestions remain in the customer’s benefit.

About Kestra Financial

Kestra Financial, a department of Kestra Holdings incorporating the Kestra-branded broker-dealer and financial investment consultants, supplies a leading independent wealth management platform that empowers advanced, independent monetary experts, consisting of conventional and hybrid RIAs, to succeed, grow, and offer remarkable customer service. With a culture abundant in reinvention, Kestra Financial has actually established incorporated company management innovation that, integrated with its individualized consulting services, uses extraordinary scale and effectiveness.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial uses an experience as special as the city in which it runs. The company supports more than 1,800 independent monetary experts in providing thorough securities and financial investment advisory services to their customers.

The Kestra Financial department consists of Kestra Private Wealth Provider, LLC (Kestra PWS), Kestra Advisory Provider, LLC (Kestra AS), and Kestra Financial Investment Providers, LLC (Kestra IS), member FINRA/SIPC. Securities provided through signed up agents of Kestra IS. Financial investment advisory services provided through properly certified agents of Kestra AS or Kestra PWS. Other than for the referenced Kestra business, Kestra IS, Kestra AS, or Kestra PWS are not connected with other entities referenced in this publication.

To find out more about Kestra Financial, please see www.kestrafinancial.com

Kestra Financial and Envestnet are different and unaffiliated companies. This release must not be interpreted as a suggestion or recommendation of any specific item, service, or company.

About Envestnet

Envestnet describes the household of running subsidiaries of the general public holding business, Envestnet, Inc. (NYSE: ENV). Envestnet is Completely Vested in empowering consultants and monetary company with ingenious innovation, options, and intelligence to assist make monetary health a truth for their customers through a smartly linked monetary life. Over 108,000 consultants and more than 6,000 business– consisting of 18 of the 20 biggest U.S. banks, 47 of the 50 biggest wealth management and brokerage companies, over 500 of the biggest RIAs, and numerous FinTech business– take advantage of Envestnet innovation and services that assist drive much better results for business, consultants, and their customers.

To find out more on Envestnet, please see www.envestnet.com, register for our blog site, and follow us on Twitter ( @ENVintel) and LinkedIn

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