ADP Brokerage Services Group (ADP) and Finaplex Inc have formed a strategic partnership to offer an integrated wealth management solution for the broker desktop.
The new product, called ProVisor Wealth, will provide functionality to ADP’s clients and is backed by its Brokerage Processing Services engine. By leveraging current ADP offerings though the ProVisor application, including real-time access to account-level and tax lot information as well as online order entry, and integrating it with Finaplex Wealth, a suite of wealth management applications, ADP and Finaplex will provide a unique advisor desktop.
“Our partnership with ADP provides the best wealth management solution for ADP’s clients who want to seamlessly run their desktop and mid-office enterprise wealth management applications with world class ADP serviced applications,” said Pete Tierney, Finaplex President and CEO. “We’re pleased we’ve been able to partner with ADP to offer ProVisor Wealth to the marketplace, and we fully support ADP’s renewed product strategies for investment managers and advisors worldwide.”