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Ameritas Investment Corp. Launches Practice Management Platform

Ameritas Investment Corp. Launches Practice Management Platform

LINCOLN, Neb., Nov. 27, 2018 /PRNewswire/ -- Ameritas Investment Corp. (AIC) launched a new retirement plan platform this month offering a comprehensive array of tools to better help advisors serve the retirement plan marketplace.

The new platform is a partnership between AIC and Envestnet | Retirement Solutions' Practice Advantage™. Envestnet | Retirement Solutions (ERS) is a subsidiary of Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness.

The new AIC platform provides robust tools, including a client relationship management (CRM) solution, advisor management dashboard, investment analytics, fund research and monitoring reports, as well as request for proposal (RFP) and vendor search tools.

Additionally, advisors will have access to customizable 408(b)(2) reporting for plan sponsors as well as access to a secure online vault that stores and shares important client documents.

"I'm delighted to offer this platform powered by ERS to help us meet the needs of our retirement plan clients," said AIC President Cheryl Heilman. "The new platform demonstrates our commitment to providing leading edge wealth management tools for our advisors."

AIC's new retirement practice management platform features include:

  • Client dashboard and integrated CRM, allowing advisors to view their entire book of business in one consolidated line of sight.
  • Secure document vault, storing important information in a secure environment easily accessed by advisors and clients.
  • Plan fee reporting and disclosure, supporting compliance with regulatory requirements.

"Our partnership with AIC will provide their advisors with our fully integrated platform and full reporting and disclosure package," said Babu Sivadasan, group president of Envestnet | Retirement Solutions. "The AIC commitment to retirement is strengthened by ERS' innovative technology and secures their market position in the forefront of the retirement industry."

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 92,000 advisors and more than 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information on Envestnet, please visit and follow @ENVintel.

About Ameritas®

Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities and investment advisory services offered through affiliate Ameritas Investment Corp., member FINRA/SIPC. For more information, visit

Envestnet contact:
Brooke Worden, Senior Vice President
952-346-6126 desk

Ameritas contact:
Ann Avery, Senior Media Relations Manager
402-467-7819 desk
402-540-0867 cell

SOURCE Envestnet | Retirement Solutions

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