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WealthONE®

One Platform. Multiple Solutions. Fully Integrated.

Flexibility is key to meeting clients’ demands. NPC’s WealthONE® 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 investors, WealthONE® delivers. Highlights of the platform include:

  • 24/7, streamlined online access via our dynamic Advisory Portal.
  • Paper-free investment advisory account opening.
  • Consolidated, single-click reporting capabilities.
  • View the WealthONE brochure.
Advisor Solutions icon

Advisor Solutions

Flexible Portfolio Management Tools

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.
Strategist Solutions icon

Strategist Solutions

World-Class Asset Managers

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

  • Perfect for advisors who want choice.
  • Access to world-class institutional money managers.
  • Choose from a vast range of model portfolios.
  • Strategic and tactical management.
  • Comprehensive market research.
  • Client-approved marketing material.
Blackrock
JP Morgan
Russell Investments
American Funds
Loring Ward
Lazard
S&P Global
Vanguard
Guaranteed Income Solutions icon

Guaranteed Income Solutions

Technology to Delivery Guaranteed Income Streams

Gain access to annuity options that may include the ability to guarantee an income stream* with no-load, low cost, low M&E annuity products. This option provides tax-deferred growth and a wide range of professionally managed underlying investment options with the potential to reduce income risk.

* Guarantees based on the claims-paying ability of the underlying insurance company.

ADVISORY: Dan Cairo, The Elite Financial Network, Inc.,
Huntington Beach, CA
Dan Cairo
The WealthONE® platform puts NPC miles ahead of the rest of the industry in Investment Advisory technology. Not only does it offer my clients access to some of the top money managers in the industry, it allows me to consolidate all of their assets on a single performance report.

Advisory Support

Full-Service Support Lets You Grow and Thrive

Financial advisors that utilize professional consultants find it easier to grow and thrive. At NPC, 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.

WealthONE Territory Map

Fully Integrated

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.

Fully Integrated with Advisor Dashboard, Redtail CRM, Electronic Order Entry, Your Clearing Firm