Nationwide Financial® introduces Investment Solutions Builder, a unique online tool that helps Registered Investment Advisers build and manage core fund lineups, and create and maintain plan-level asset allocation models.
Putting you in the driver's seat, this industry-leading tool can help you show your expertise, provide real-time solutions and deepen your client relationships.
Watch the video above to see how Investment Solutions Builder can help you and your clients.
Key Features
Designed with input by Registered Investment Advisers, Investment Solutions Builder helps you:
Build and manage a plan’s core fund lineup from more than 1,000 options
Create and maintain plan-level asset allocation models
Make fund and model changes in real-time or up to 90 days in the future*
