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WealthShield Partners, LLC® seeks to deliver exceptional value & service for our advisors and clients. Our strategic partnerships allow us to provide outsourced technology expertise to help advisors implement, run, and customize their technological ecosystem of solutions. By embracing these solutions, we believe our advisors can scale their businesses, improve efficiencies, and provide better, more personalized client experiences.
WEALTHSHIELD PARTNERS TECHNOLOGY STACK
RELIABLE, STREAMLINED TECHNOLOGY ADVISORS CAN COUNT ON.
Cutting edge technology is crucial to scale and enhance the client experience. Built for financial professionals with the client experience at the forefront, WealthShield Partners, LLC® has established a technology suite that offers independent financial professionals an opportunity to choose the platforms that best suit the unique needs and constraints of their business.
Advisors utilizing the Envestnet platform also gain access to WealthShield Partner’s middle office support team, LibertyFi. Offering hands on assistance with platform onboarding, advisor training, and day to day support requests. LibertyFi serves as an extension of our team to ensure advisors can effectively and efficiently utilize everything the Envestnet platform has to offer. This team is available on demand to WealthShield Partners advisors, and their services are included at no additional charge.
Envestnet's in-house Portfolio Management Consultant, PMC, offers several services that can be utilized on both the practice level as well as the individual client level. PMC's Investment Strategies team evaluates hundreds of leading asset managers and uses their findings to create and maintain portfolio models catering to all investment types. While leveraging their research and the Envestnet platform, PMC offers a wide range of models and strategies for even the most sophisticated or challenging portfolios.