Voya WealthSolutions helps you run your advisory business more efficiently so you can focus on your clients. This advice-based platform positions you to offer more holistic financial guidance and a unified managed account (UMA).
Alerts — Get alerts when client portfolios are drifting outside your parameters or when birthdays or anniversaries are coming up.
Institutional-quality research — Access in-depth money manager research and relative data points from Morningstar.
Proposal-building — Create professional, client-facing proposals including research and analytics.
Model portfolios — Trade single or multi-sleeve model portfolios for an individual or household.
Trading — Place single or multiple orders through block trading and rebalancing to manage clients and households more efficiently.
Performance reports — Provide clients with greater transparency and more thorough results on an account, household and sleeve level.
Advisory support model
We offer a full suite of resources to help you build your advisory business and expand financial planning capabilities.
Advisory white glove - Works one-on-one with you to drive practice efficiency, navigate technology and product options and grow fee-based business.
Advanced planning - Helps you deliver financial planning to clients through a consistent, repeatable and holistic process utilizing best-in-class planning software.