Flexible Wealth Management Solutions

Clients have a wide range of investment needs, and WealthONE is designed to deliver. It's the only wealth management platform that allows you to act as portfolio manager and leverage carefully selected, world-class money managers, or combine one or more options with guaranteed sources of income, all in one place.

Wealth One Advisor Solutions

Strategist Solutions - Access world-class asset managers, choosing from strategic, tactical, active, and passive investment options from American Funds®, BlackRock®, S&P Global®, Vanguard®, and others. Merged with a fully integrated risk profile and comprehensive strategist research, Strategist Solutions is the platform for first-rate money management.

  • Access to world-class institutional money managers
  • Choose from a wide range of model portfolios
  • Strategic and tactical management
  • Comprehensive market research
  • Client-approved marketing materials

Mutual Funds

Exchange-Traded Funds

Mutual Funds

Mutual Funds

Blended Portfolios

Mutual Funds

Mutual Funds

Mutual Funds & Exchange-Traded Funds

Exchange-Traded Funds

Wealth One Strategist Solutions

Advisor Solutions - Use a suite of tools to create and maintain model portfolios, build proposals, and track existing prospects and clients. Advisor Solutions offers straight-through trading and rebalancing, allowing for quick and efficient implementation of portfolio changes.

  • Build and maintain your model portfolios
  • Streamlined smart rebalancing with drift parameters
  • Comprehensive integrated risk profile
  • Stylized client proposals
  • Online client access
  • One consolidated custom quarterly performance report and billing statement

Advisory Support

Full-Service Support Lets You Grow and Thrive

Financial advisors that utilize professional consultants find it easier to grow and thrive. At SII, you'll have access to consulting teams to assist you with all aspects of your advisory business.

Our WealthONE team truly partners with you and your support staff. They'll help you segment your clients, find opportunities to standardize your service model, offer product and platform training and help you with case model design and model creation.

Fully Integrated, Best-in-Class Technology

Our Seamless Technology Saves Time and Create Efficiencies

We understand that you and your staff only have so many hours in the day, so your wealth management technology needs to quickly mesh with your systems and not waste your time. WealthONE fully integrates with Advisor Dashboard, Redtail CRM, Electronic Order Entry (EOE) and Pershing, LLC.

Integration is just the beginning. You can reduce paperwork and time spent submitting business by using our EOE platform's eSign feature. Keep proposals, billing statements and performance reports in one secure, convenient location. Brand and customize proposals and quarterly performance reports with your logo. And provide clients 24/7 online account access.

Take the next step.

Contact us us to learn how SII can help your advisory business thrive.