Program Enhancements

The market place changes rapidly. What was a cutting edge investment solution a few years ago can quickly be copied or become a commodity. The Unified Managed Account market place is no different. Placemark’s goal is to fundamentally change the way investment management solutions are delivered to high-net-worth investors, increasing value for advisors, sponsors, and clients. It was this goal that drove Placemark to launch the industry's first Unified Managed Account program, and it is this same goal that drives us to deliver even greater value as the market continues to evolve.

Placemark continues to be an innovator, developing new capabilities for our existing partner firms. From technology enhancements that allow financial advisors a better way to manage their client’s accounts to new investment solutions such as Customized Income Management™ and our Market Index Solutions™, Placemark will continue striving to meet the ongoing needs of our clients. Placemark has been the innovation leader in the fee-based investment solutions industry since 2001 and will maintain that position going forward in partnership with our sponsor clients.

Understanding the Marketplace
As the needs of investors change, advisors must search for solutions to meet these needs. Developing new and innovative investment solutions starts with understanding each investor’s goals.

Understanding the Financial Advisor
Placemark has a direct relationship with its partner firms’ financial advisor network. Our dedicated sales team is comprised of specialists who are focused on meeting investment advisors’ needs. It is the goal of our sales and support team to help each financial advisor develop his or her fee-based practice by fully understanding the capabilities of a program, and helping to extend that program to meet the needs of their high-net-worth clients.

Understanding the Financial Advisor

Placemark has a direct relationship with its partner firms’ financial advisor network. Our dedicated sales team is comprised of specialists who are focused on meeting investment advisors’ needs. It is the goal of our sales and support team to help each financial advisor develop his or her fee-based practice by fully understanding the capabilities of a program, and helping to extend that program to meet the needs of their high-net-worth clients.

Understanding the Sponsor
The key to any successful partnership is communication. Sustaining a successful relationship after the program’s implementation and launch takes continued communication. Placemark works with each of our partner firms to align our development efforts with their product development initiatives, allowing us to complement the sponsor firm’s efforts and bring enhancements and new products to market faster and more efficiently.

Understanding the Sponsor

The key to any successful partnership is communication. Sustaining a successful relationship after the program’s implementation and launch takes continued communication. Placemark works with each of our partner firms to align our development efforts with their product development initiatives, allowing us to complement the sponsor firm’s efforts and bring enhancements and new products to market faster and more efficiently.