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CHICAGO, Sept. 22, 2020 /PRNewswire via COMTEX/ —
CHICAGO, Sept. 22, 2020 /PRNewswire/ — Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. The Envestnet Insurance Exchange allows TFS advisors to incorporate annuity solutions into client portfolios as a source of guaranteed income.
In addition, TFS is providing its advisors with access to the Strategist UMA program, offering a suite of unified managed account portfolios from six top asset managers on the Envestnet platform. The Strategist UMA portfolios, launched by Envestnet | PMC earlier this year, can meet clients’ different levels of risk tolerance, and are wrapped in PMC’s exclusive portfolio-overlay technology for