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 PRIMAGUIDE PLUS  

A unique solution for independent wealth managers that value detailed due diligence and advanced asset allocation techniques.  We offer substantial research/due diligence coverage, actionable product recommendations, and thoughtful asset allocation advice at a fraction of the cost to build or find elsewhere.

PrimaGuide Plus consists of three subscription modules.

1. PrimaGuide®
  • Research Application and Due Diligence on Managed Accounts, Mutual Funds, and ETFs
2. Prima AllocationGuide™
  • Proposal Generation Application and Asset Allocation Advice

3. Consulting

  • Portfolio Design, Manager Selection, Investment Committee Presentations, Guidance & Industry Insight, etc.
   
 
     
     
 
 BENEFITS & FEATURES  
How can you benefit from PrimaGuide Plus?
Helps scale research processes and contain costs as an advisory practice grows
•          Extended analyst coverage on hundreds of products
Unlocks resources (time and money) spent previously on inefficient tasks
•          Interpret rather than gather information
Sharpens your competitive edge through differentiating and compelling content
•          Private-labeled proposals, product profile reports
•          Envestnet | Prima: An independent outside investment counsel that is an extension to what RIAs bring to the table already
Module 1: PrimaGuide®
  • Powerful web-based research application
    • Robust research analytics and detailed product profile reports
    • Empowering toolsets, including: model construction, historical simulations, product comparisons, client educational presentations
  • Prima Select List
    • High conviction managed account and mutual fund analyst ideas (traditional and non-traditional investment strategies)
  • Extensive qualitative research & due diligence
    • Extended analyst coverage on hundreds of products
      • Objective opinions plus timely updates and alerts that can be delivered via email
    • Edited qualitative information on thousands of products
  • Quantitative research on the entire mutual fund (open- and closed-end) and ETF product universes
Module 2: Prima AllocationGuideTM
  • Access to two sets of six risk-based, globally diversified asset allocation models to aid in the construction of clients’ portfolios.  One set of the models includes allocations to “non-traditional strategies.” 
  • Capital market assumptions covering 13 asset classes
  • Includes our proposal generation application (Prima AllocationGuide) that is fully integrated with PrimaGuide.
Module 3: Consulting

  • Regular Consultation, Prima’s Consulting Services Group:  Asset allocation, manager selection, and incorporating non-traditional strategies

     

  • Prima Analyst Interactions: Allows for discussion relating to asset classes, or specific managers

  • General Insight and Guidance: Including industry trends

    PrimaGuide Plus Fact Sheet
   
 
     
     
 
 FREE TRIAL AND INDUSTRY INSIGHTS  
Sign up to test drive PrimaGuide Plus or to be notified of Prima Analyst Insight Webinars, whitepapers, timely articles, and product updates.
   
 
     
     
 
    
Analyst Update Commentary
Analyst Update Commentary
   
 
     
     
 
    
Returns-based Style Analysis
Returns-based Style Analysis
   
 
     
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