Unit Investment Trust Research And Ratings Platform
UIT Investing, a registered investment advisor, has created a unit investment trust (UIT) research platform.
The new platform offers finance professionals research reports on unit investment trusts for a monthly fee. It’s designed for financial advisors, investment advisors, research analysts and portfolio managers—as well as individual investors, who get full access to a library of detailed, comprehensive research reports on UIT strategies. The platform offers access to a trust’s investment objective, the assets it carries and its security selection strategy.
Each report, offered to clients for a monthly subscription fee, will feature an individual 1- to 5-star rating for a UIT’s performance, risk and expense, measuring these factors over three years, five years and 10 years (if applicable).
Advisor Engine’s New Client Portal
Advisor Engine, the fintech company for financial advisors that offers them account aggregation, goals-based financial planning, paperless client on-boarding, document sharing, investment analytics and performance reporting, has announced its ability to integrate with TD Ameritrade Institutional’s Veo One platform for advisors. Advisor Engine has also unveiled its upgraded client portal.
The platform now provides convenient configuration of the client portal so advisors can customize it. It’s accessible from any device and able to be frequently updated, making it convenient to clients.
“Our new tools foster consistent and scalable engagement, leading to better information sharing and more proactive relationship management,” said Rich Cancro, the founder and CEO of Advisor Engine.