Wedbush Enhances Wealth Management Platform, Streamlines Investment Management Capabilities for Financial Advisors

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Wedbush Wealth Management Platform enhances proposal generation, trade order management, advisor driven financial modeling, research and performance reporting capabilities; Enhanced technology platform complements the firm’s variety of wealth management offerings including a Mutual Fund Advisory strategy and Unified Managed Account programs

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Wedbush Securities, one of the nation’s leading financial services providers, today announced a series of technology enhancements to its wealth management platform. The updated Wedbush Wealth Management Platform, including detailed proposal generation, trade order management, advisor driven financial modeling, research and performance reporting capabilities, allows financial advisors firm-wide to more seamlessly manage client assets.

The Wedbush Wealth Management Platform leverages FolioDynamix technology to complement the variety of strategies and programs available to Wedbush Financial Advisors. The firm features multiple product offerings including a Mutual Fund Advisory strategy and the ability to utilize Unified Managed Account programs. It also provides access to more than 135 approved third-party strategies through the platform’s robust product selection functionality.

“We are committed to equipping our team of financial advisors with industry leading technology, helping them to manage their clients’ investments efficiently and effectively,” said Wes Long, Executive Vice President and Head of Private Client Services, Wedbush Securities. “The updated interface is quite intuitive and extremely user friendly,” continued Wedbush’s James Hennessy, Senior Vice President, Investments. “It provides an amplified suite of business-critical tools that allow me to successfully execute operations in a timely manner so I can spend more time with my clients.”

The enhanced Wedbush Wealth Management Platform debuted recently at Wedbush Asset Management’s inaugural Wealth Management Conference. A nationwide office roadshow will commence in late April to demonstrate the enhanced technology features, programs and strategies.

Wedbush Private Client Services provides differentiated wealth management services with more than 100 registered offices nationwide. Wedbush Financial Advisors are dedicated to clients’ financial success, establishing relationships built on trust, supported by a firm built on experience, stability and innovation.

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About Wedbush Securities
Founded in 1955, Wedbush Securities is a leading financial firm that provides brokerage, clearing, investment banking, equity research, public finance, fixed income sales and trading, and asset management to individual, institutional and issuing clients. Headquartered in Los Angeles, with over 100 registered offices, the firm focuses on relentless service, client financial safety, continuity, and advanced technology. Wedbush Securities is the largest subsidiary of holding company WEDBUSH, Inc., which also includes affiliated firms Wedbush Bank, Wedbush Asset Management, Wedbush Capital Partners, Wedbush Opportunity Partners, and Lime Brokerage LLC. Follow us on Twitter @Wedbush.

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Matthew Chisum
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