Envestnet | Prima is a leading provider of investment manager due diligence, research applications, asset allocation modeling, and multi-manager portfolios to the wealth management and retirement industries.
For independent advisors and wealth management firms of all types and sizes, Prima serves as an objective third-party source of advice, analytics, and data on managed account strategies (UMA and SMA), mutual funds, ETFs, and alternative investments.
Custom solutions that empower advisors and improve the efficiencies and distinction of wealth management programs
Best-of-breed managers, globally diversified, and professionally constructed
Open architecture retirement solutions
Objective due diligence, asset allocation advice, and non-traditional investment strategies
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