Enhanced Advisor Technology Now Available Through Second TAMP Modernization Rollout

We’re excited to announce the second phase of our TAMP modernization and technology rollout, effective Monday, December 23rd.

New and enhanced advisor technology, now available through your new advisor portal experience:

  • UMA proposal generation, with improved design, risk assessment, and investment selection dashboard
  • A more robust new account opening process, with increased portfolio construction options, an improved design, and multi-registration form bundling through DocuSign
  • Seamlessly integrated financial planning workflows, with the ability to setup, track, and manage goals within the advisor portal
  • Enhanced service options, with the ability to video chat, screen share, or host a co-browsing session with members of your Regional Service Team

Click here for a more in-depth overview of each enhancement.

To access these new and enhanced resources, select to view the new advisor portal experience through the blue banner at the top of your advisor portal. To see a preview of the new portal navigation, click here.

Legacy Portal Availability

All functionality in your legacy portal will remain available, as we continue to enhance the new advisor portal experience.

We are excited to take this next step in creating a more comprehensive and powerful advisor portal for you and your clients. If you have any questions, please reach out to your Regional Service Team at 800.379.2513, option 2.

For professional use only. Not intended for public distribution.