Security Benefit Advisory Platform Capabilities
NEW! - Advisors with fee access can now see a breakdown of fee amounts withdrawn by Client Account in the new Advisory Fee Reconciliation Report.
See all Reporting Capabilities below.
The Advisory Platform is an easy yet sophisticated tool to help you manage your client portfolios. Watch this short video to learn more.
The Advisory Platform is built with you in mind. Easily manage your portfolios, fees and reports so you can spend more time with your clients.Access the Advisory Platform
Manage PortfoliosTransfer, reallocate, and set up future allocationsCreate groups of accounts based on product and account owner asset strategiesWith a single transaction, reallocate individual, group, or all active accountsSchedule recurring reallocationsBuild and maintain multiple asset allocation strategiesCreate and save custom asset-based strategies as a Model Portfolio to use in multiple transactions
Manage Your FeesProcess your advisory fees* for an individual, group, or your entire block of business:By percent or dollar amountDeduct fees once or with a recurring frequencyBased on current assets or quarter-end assetsDeduct pro-rata or from individual fundsReceive fees via EFT or check*Advisory fees you process on the Platform are based on a completed Investment Advisory Authorization form by each client for whom you process fees.
Reporting CapabilitiesView these reports across your entire book of business.Advisory Fee Reconciliation (Review processed Advisory Fee transactions by Client Account, for those with access)Asset Detail (by Fund or Client Account for a selected Fund)Group Detail (Client Accounts and Assets by Group)Individual Detail (by Account or Funds by Account)
