PTS Asset Management “linking” with Folio Institutional will offer anytime/anywhere fully integrated on- line services. We can meet the demands of this fast paced world with a completely automated, paperless process and e-signature capability while fully integrating billing, performance reporting and other features.
PTS is excited to partner with Folio Institutional in this “automated world….” Just a click away – Visit “Advisors Resources” to open your first account!
The alliance integrates Jefferson National’s Monument Advisor, the industry’s first and only flat-fee Investment-Only Variable Annuity (IOVA) with more than 350 underlying funds, with TCA’s robust and flexible model-based portfolio management and trading platform. The potent combination of TCA with Jefferson National’s flat-fee IOVA enables PTS Asset Management to build and manage multiple investing strategies within a single tax-advantaged account and trade them in a highly efficient manner.