Western International Securities Offers Envestnet’s Performance Reporting For Brokerage And Advisory Accounts

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Western focuses on providing a range of options and ease of use for its Representatives

Western International Securities, Inc. announced an agreement to provide financial advisers with access to consolidated performance reporting capabilities through Envestnet, Inc., a leading provider of Wealth Advisory Solutions.

Envestnet’s Performance Reporting Engine is a web-based portfolio accounting and performance reporting solution that will be made available to Western’s financial professionals and their clients. Through this technology, Western’s advisers can generate on-demand, personalized performance reports using account information held at multiple custodians including brokerage accounts and directly-held mutual funds and insurance products. Furthermore, Western’s advisers will have the ability to create customized client reporting packages on a daily or quarterly basis. These reports can be generated in a PDF format and distributed via e-mail.

“We’re extremely pleased to provide numerous choices for our Advisers to have the flexibility to offer their clients the highest level of professional reporting that fits their business model. Our Advisors are extremely happy with the reporting options for their advisory accounts and we can now offer that for brokerage accounts as well,” said Donald Bizub, Chief Executive Officer of Western International Securities. Western has over 250 registered representatives and is rapidly growing its business through JP Morgan Clearing Corp. and Pershing LLC.,” said Bizub.

Western International Securities is among the largest independent broker/dealers clearing through JP Morgan Clearing Corp. At Western, investment professionals own their practice, leverage the WIS platform and keep more of what they earn.

For more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com
626-710-3107. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com.


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