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

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

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

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

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

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

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For immediate release, 04/30/2018

Nationwide Advisory Solutions Launches New Website Redesigned using Advanced Analytics and Artificial Intelligence to Meet Unique Needs of RIAs, Fee-Based Advisors and Clients they Serve

Louisville, KY – April 30, 2018 – Nationwide Advisory Solutions, formerly known as Jefferson National, has launched its new website expressly redesigned to meet the unique needs of the rapidly growing market of Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve. New “demand-driven” features have been developed to serve independent advisors the way they want to be served—using the channels that they want to use—by leveraging big data, advanced analytics, and Artificial Intelligence to understand qualitative and quantitative feedback from a broad base of more than 80,000 RIAs and fee-based advisors. This enhanced digital advisor experience is an important milestone in the company’s integration with its new parent Nationwide, a Fortune 100 Company and one of the largest providers of insurance and financial services products in the U.S.

“The vision behind our new redesign comes from partnering side by side on the front lines with RIAs and fee-based advisors to meet their demands for simplicity, transparency, more choice and greater value. As always, when our advisors speak—we listen,” said Craig Hawley, Head of Nationwide Advisory Solutions. “Likewise, our expertise in using advanced analytics and cutting-edge technology to put the advisor at the center of everything we do allows us to gain deeper insights into their wants and needs, to ensure we can provide an exceptional digital advisor experience,” Hawley continued. “With the launch of our newly redesigned site, we are now Nationwide Advisory Solutions, but our mission remains exactly the same: To help RIAs and fee-based advisors build their practice by sitting on the same side of the table as their clients, so they can accumulate more wealth and reach their financial goals.”

The new site at www.nationwideadvisory.com continues to preserve the best of the existing site’s functionality that RIAs and fee-based advisors currently use to optimize their practice and better serve their clients. For example, based on strong advisor demand and high satisfaction ratings, the account management and trading platform remains unchanged. At the same time, the new site creates a more customized one-to-one digital experience for advisors by employing a cutting-edge technology stack to better understand and instantly respond to their needs. Leveraging big data, advanced analytics, Artificial Intelligence and predictive profiling to provide advisors with real time personalization across multiple touchpoints, the new site can meet advisors where they want to be met—providing the right content they need, at the right time when they need it, to quickly make more informed decisions for their clients. Other new features to meet advisor demand include:

  • Simplified Navigation: Content and educational resources are more searchable, discoverable and actionable for both advisors and their clients.
  • One-click access: Client accounts, models, funds and account management always a single click away when advisors are logged-in.
  • Enhanced Fund Performance Tool: New “Fund Tagging” feature allows advisors to create custom categories and groups of preferred funds, to simplify portfolio allocations.
  • Responsive Design: To accommodate advisors’ increasing use of phones, tablets and other mobile technologies, as well as different operating systems and touch-enabled screens, the new site is engineered to seamlessly transition from device to device.
  • ADA Compliant: Features such as color contrast and intentional tagging assist the visually impaired.

The new site  www.nationwideadvisory.com and former site www.jeffnat.com will run in parallel during a transition period, allowing advisors and their clients to adapt to the new features and functionality. In addition, RIAs and fee-based advisors are invited to register for an instructional webinar that will provide a high-level overview of the newly redesigned website, including how it will provide an enhanced digital experience for advisors and help them create greater value for their clients. Financial professionals may visit here to register.

Media Relations
JeffNat Deborah Newman 502.587.3858

About Nationwide Advisory Solutions

Our mission is to help RIAs and fee-based advisors build their practice by helping their clients to potentially accumulate more wealth and reach their financial goals. We do this by developing and delivering value-added investment products, services and technologies that fit the fiduciary standard—wrapped in an industry-leading customer experience. To learn more, please visit www.nationwideadvisory.com

 

About Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the U.S. and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides a full range of insurance and financial services, including auto, commercial, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; banking and mortgages; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.

 

Nationwide, Nationwide is on your side, the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. © 2018