The interface features tools for compliance, product resources and advisor-generated proposal reporting.
The platform also integrates the broker-dealer’s other proprietary technologies, including Portfolio Insight, an advisory technology platform that includes a robust model management and rebalancing tool, allowing advisors to create and manage their own model portfolios, and STARS, the firm’s business processing back-office solution.
Vanguard Launches Actively Managed ETFs
Vanguard recently registered six new factor-based ETFs and one factor-based mutual fund in the U.S.
The new funds extend Vanguard’s active suite and expand options for investors at a low-cost, the fund giant says. Five funds are based in single factors to appeal to financial advisors and institutional investors. The sixth fund, along with the mutual fund, uses multiple factors.
The five single-factored ETFs include the Vanguard U.S. Minimum Volatility ETF, the Vanguard U.S. Value Factor ETF, the Vanguard U.S. Momentum Factor ETF, the Vanguard U.S. Liquidity Factor ETF, and the Vanguard U.S. Quality Factor ETF.
The multi-factor fund is called the Vanguard U.S. Multifactor ETF.
Fi360 Redesigns Fee Benchmarker