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WealthONE®

One platform. Multiple solutions.

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
  • Discounted ticket, administrative and program fees as assets grow
  • Consolidated, single-click reporting capabilities
  • And more!
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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.”

Advisor Solutions

For the Asset Manager

Advisor Solutions is an online institutional wealth management platform built specifically for asset managers and offers intuitive functionality, integrated tools and consolidated proposal and reporting features. Advisor Solutions does not simply support your advisory practice, it promotes the growth and value-add of your entire business:

  • Build and maintain your model portfolios.
  • Streamlined smart rebalancing with drift parameters.
  • Comprehensive integrated risk profile questionnaire.
  • Stylized client proposals.
  • Online client access.
  • One consolidated custom quarterly performance report and billing statement.
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Bud Kasper - Barber Financial Group, Lee’s Summit, MO
Bud Kasper
“NPC’s Advisor Solutions platform has increased my ability to manage my clients’ assets ten-fold. The system makes it very easy to create and manage model portfolios for my clients, and the customizable reporting features add a level of personalization that my clients can really appreciate. It is the ultimate platform for any Investment Adviser working as an asset manager.”

Strategist Solutions

Strategic Thinking, Tactical Advice

Strategist Solutions invites asset gatherers to experience unprecedented access to carefully chosen world-class strategists. Whether your approach is strategic or tactical or your preference is mutual funds or ETFs, Strategist Solutions brings you:

  • Single click access to world-class strategic partners.
  • Strategic and tactical money management.
  • Comprehensive strategist research.
  • Supportive client-approved collateral.
  • Online client access.
  • One consolidated custom quarterly performance report and billing statement.
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Custom-Style Portfolio Solutions

Freedom of Choice

Custom-Style Portfolio Solutions are separately managed accounts offering your clients a high level of portfolio customization, access to institutional-quality money managers, and year-round tax harvesting – all for a low minimum investment. With WealthONE®’s Custom-Style Portfolio Solutions, Investment Adviser Representatives can:

  • Actively manage separate account portfolios.
  • Access institutional quality money managers.
  • Experience high level of portfolio customization and account transparency.
  • Incorporate strategic and tactical money management.
  • Provide socially responsible investment options.
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Bill Brice - Professional Investors LLC, South Windsor, CT
Bill Brice
“WealthONE® is a first-class toolbox for the planner focused on the advisory business. Whether you’re managing money yourself, using TPAMs or separately managed accounts, or in some combination, you can get consolidated reporting and management of client assets all in one place, all while dovetailing with EOE.”

Advisory Portal

The Future of Advisory Starts Here

Enter the next phase of advisory service and support. Our Advisory Portal provides one point of access and single sign-on capability to our impressive WealthONE® advisory platform. It’s your launching point to world-class strategist partners and your entrée to incomparable investment philosophy and methodology research.

We believe that fee-based advisory is an important core competency of every practice, and we’re excited to be a leader in changing the way Investment Adviser Representatives conduct, access and report their clients’ fee-based business.

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