The Advisory Platform is built with you in mind. Easily manage your portfolios, fees and reports so you can spend more time with your clients.
Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit). Security Benefit and its subsidiaries/affiliates are not investment advisers.
Asset reallocations and assessing fees are executed by you based on your agreement with your clients, and such transactions are not recommended, authorized or approved by Security Benefit in any way.
SB-10009-77 | 2021/08/30