National Advisors Trust Company Announces Strategic Partnership
with Advisors Asset Management
With single sign-on to National Advisor’s AdvisorDesk multi-custodian technology platform, advisors gain direct access to Advisors Asset Management’s fixed income securities solutions.
San Francisco, CA (April 28, 2011) – At the company’s 10th Anniversary Celebration Conference, National Advisors Trust Company today announced a strategic partnership with Advisors Asset Management, Inc. (AAM).
Under the terms of the partnership, National Advisors Trust will provide direct access to AAM’s fixed income securities tools and services from the trust company’s AdvisorDesk™ multi-custodian technology platform. Using AdvisorDesk’s single sign-on technology, registered investment advisors (RIAs) have a more direct and efficient way to get quotes and trade fixed income securities.
“AAM is a great alliance for National Advisors Trust,” said Ronald G. Ferguson, CEO of National Advisors Trust. “AAM has some of the industry’s most innovative investment products and support solutions, and giving our advisors direct access from AdvisorDesk is a strong value-add for our RIAs. AAM has been a preferred provider for us, and taking our relationship to the next step with this partnership is a great addition.”
The partnership with AAM is a further step in National Advisors’ technology and growth strategy.
“Technology is key to advisors increasing operational efficiencies, reducing costs and getting out of the back office to focus on client relationships and new business development,” added Ferguson. “But they must choose wisely, or technology can become a complex tangle of technological chaos that can end up costing more and being more time consuming to manage. Our strategy is to continue to expand AdvisorDesk’s multi-custodian capabilities and provide the highest integration and interoperability. We want our advisors to be able to sign-in once to AdvisorDesk and access complete portfolio tools for all client accounts, regardless of the technology. AAM is a terrific addition for us, and we’re proud to be in partnership with them. ”
From a single sign-on to AdvisorDesk, RIAs have a more efficient way to trade fixed income securities. AAM enables advisors to view a searchable inventory of fixed income products, including municipals, corporates, treasuries and agencies. Advisors can purchase bonds, receive current bids and sell bonds online. Advisors also have access to market research, can produce client-facing reports, and AAM will analyze their current bond portfolios and give guidance.
“We are gratified that National Advisors has chosen AAM for this partnership and to have the opportunity to work more closely with them in service to RIAs,” said Christopher T. Genovese, Executive Vice President of Advisors Asset Management. “National Advisors’ vision aligns with our commitment to provide advisors with resources, knowledge and services that help them support their clients, differentiate their firms, and be competitive in their markets. National Advisors’ leadership and success in this area are growing rapidly, and we are delighted to be partnered with them going forward.”
About Advisors Asset Management
Advisors Asset Management, Inc. is an investment solutions partner for broker/dealers and advisors, offering a vast array of financial tools, leading technologies and industry expertise. Established in 1979, AAM has 10 major offices across the nation and partners with both independent and large Wall Street firms. AAM is an SEC registered investment company and member FINRA/SIPC. For more information about AAM, please visit www.aam.us.com.
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with assets of more than $7 billion. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including: AdvisorDesk, an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com.
AdvisorDesk is a trademark of National Advisors Trust Company, FSB. Other company and product names may be trademarks of their respective owners.
For more information contact:
Advisors Asset Management
National Advisors Trust