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Create Account to manage your assets on the Jefferson National Account Management website.

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Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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For immediate release, 07/20/2016

Jefferson National Launches New Technology Integration Resource for RIAs and Fee-Based Advisors to Enhance Accessibility and Efficiencies of Tax-Advantaged Investing

Full Integration with Advisors’ Preferred Tech Tools, Including Top Custodians, Trading Platforms and Account Aggregation, Through Single Centralized Resource

Louisville, KYJuly 20, 2016Jefferson National, a recognized innovator committed to serving Registered Investment Advisors (RIAs) and fee-based advisors, announced the launch of their new technology integration resource. Designed to help RIAs and fee-based advisors create greater efficiencies for their practice and better serve their clients, this new resource provides a single centralized source for advisors to integrate the Monument Advisor tax-advantaged investing solution with their preferred technology tools. These include top Custodians/Clearing Partners, Portfolio Management/Performance Reporting Platforms, Trade Management and Rebalancing Platforms, Data/Account Aggregation Platforms, and Document Management/eSignature Platforms.

“Our integration partners cover 98% of leading advisor technologies. Now it’s easier than ever for RIAs and fee-based advisors using Jefferson National’s Monument Advisor to aggregate and manage clients’ tax-deferred assets alongside their other taxable investments,” said Laurence Greenberg, President of Jefferson National. “Jefferson National is always working to serve our advisors with innovation and excellence. Our new technology integration resource helps advisors streamline their workflow to grow their practice, and take a more holistic approach to tax-advantaged investing to help their clients grow more wealth.”

Jefferson National has expanded integration capabilities with a growing number of the technology platforms that RIAs and fee-based advisors use most. Jefferson National’s technology integration resource currently includes the following partners:

Custodians/Clearing Partners:

Trust Company of America, Raymond James, Pershing Advisor Solutions, Shareholders Service Group, Trade PMR, Commonwealth Financial Network

Portfolio Management/Performance Reporting Platforms:

Orion, SSC Advent Black Diamond, SSC Advent, Envestnet, Tamarac, IAS

Trade Management and Rebalancing Platforms:

Advent’s Moxy, iRebal

Data/Account Aggregation Platforms:

Morningstar’s ByAllAccounts, Quovo, DST

Document Management/eSignature Platforms:

DocuSign, and Laser App Software

 

To learn more about our current integration partners, visit https://www.jeffnat.com/home/services/accountaggregation.cfm

Media Relations
JeffNat Deborah Newman 502.587.3858

About Jefferson National

Jefferson National is a recognized innovator of a leading tax-advantaged investing platform for RIAs, fee-based advisors and the clients they serve. Trusted partner to a network of 3,500 advisors, Jefferson National provides greater efficiency, transparency and choice through an adaptable technology platform, award-winning distribution strategy and cost-effective servicing capabilities. Named the industry “Gold Standard” and winner of more than 50 industry awards, the company serves advisors and their clients nationwide through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). Learn more at www.jeffnat.com