has inked a deal with PowellJohnson Private Asset Management
to put its platform in front of that broker-dealer's advisors. Nashville, Tennessee-based Powell Johnson was founded earlier this year by Jeffrey Powell and David Johnson and now claims some 30,000 individual accounts.
The deal between the two firms was exclusive, according to AdvisorPort officials. Other terms were not disclosed.
PowellJohnson advisors will be able to use the AdvisorPort managed account platform to perform client profiling, investment proposal generation, money manager and mutual fund selection and portfolio monitoring and reporting.
Stay ahead of the news ... Sign up for our email alerts now