WealthONE
One platform. Multiple solutions. Fully integrated.

Flexibility is key to meeting your clients demands. SII's WealthONE® platform brings the ultimate blend of time-saving convenience and freedom of choice to your advisory business.

Backed by our knowledgeable and dedicated concierge-level support team of consultants, when it comes to providing your clients with intelligent solutions that appeal to the most selective advisors, WealthONE delivers. Highlights of the platform include:

Wealth One Advisor Solutions Wealth One Strategist Solutions Wealth One Guaranteed Income Solutions
  • Build and manage model portfolios
  • Streamlined portfolio management tools
  • Access to Fund Focus Lists created by the National Planning Holdings® Inc. due diligence team
  • Access to world-class institutional asset managers
  • Over 100 model portfolios
  • Comprehensive strategist research
  • Ability to guarantee an income stream*
  • Tax-deferred growth
  • Wide range of professionally managed underlying investment options

Mutual Funds

Exchange-Traded Funds

Mutual Funds

Mutual Funds

Blended Portfolios

Mutual Funds

Mutual Funds

Mutual Funds & Exchange-Traded Funds

Exchange-Traded Funds