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Rating:New B-D Taps Wrap Platform Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, May 15, 2003

New B-D Taps Wrap Platform

by: Sean Hanna, Editor in Chief

Philadelphia-based AdvisorPort 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.  

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