Envestnet | Prima is a leading provider of investment research, technology, and portfolio design to the wealth management and retirement industries. Specializing in the development of personalized solutions to help organizations meet the needs of individual investors, Prima delivers:
- Objective, accurate, and timely due diligence for separately managed accounts, mutual funds, ETFs, and alternative strategies
- Asset allocation modeling and portfolio construction services
- Diversified multi-manager portfolios
- Relevant content and powerful toolsets via permissions-based technology
Prima has dedicated the necessary resources to both research and technology to ensure that clients continue to benefit from the strong combination of advice and toolsets. See Prima Advantages for other wealth management firm and retirement plan benefits.
Envestnet | Prima Overview Fact Sheet