Alphastar Capital Management to Offer Income & Protection Strategies Through the Envestnet Insurance Exchange
Alphastar offers multi-disciplined institutional asset management, sales and marketing, training, technology, and support, along with 401(k) solutions, through its network of investment advisor representatives (IARs), sub-advised RIAs and solicitors. The Envestnet Insurance Exchange provides end-to-end management of annuity solutions, from pre- to post-issuance. Alphastar advisors can seamlessly plan, research, generate proposals, open policies, manage in-force transactions, and create client reports within the
"We are glad to partner with Alphastar to make high-quality insurance solutions accessible in a digital experience to support RIAs as they meet the evolving needs of their clients today," said
"Alphastar advisors have a deep appreciation of insurance as an asset class and its position in a client portfolio. We are excited that FIDx has integrated this solution within the
The Envestnet Insurance Exchange, powered by FIDx, is a technology solution that connects the brokerage, insurance, and advisory ecosystems. Together,
"Incorporating protection strategies into the wealth management process empowers enterprise firms and advisors with a streamlined, digital process," said
Alphastar strives to lead the next generation of registered investment advisor firms by providing unparalleled service, support, and world class investment strategies. Built on its core principal that advisors should focus on their relationships, ACM empowers its network of IARs, sub-advised RIAs, and solicitors with its unique business model and provides a service-focused investment management platform. With superior sales support and a cutting-edge technology at its disposal, Alphastar offers advanced resources that enhance the advisor/client experience, and fuel the growth of advisor practices.
As an all-encompassing Registered Investment Adviser, Alphastar offers multi-disciplined institutional asset management, financial planning, sales and marketing, training, technology, and first-class support—along with 401(k) solutions.
Alphastar is an advisor working alongside industry trailblazer,
FIDx is a technology solution that seamlessly connects the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry's leading carriers. FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients' portfolios—integrated within the same wealth management platforms they already use every day. An independent technology firm built from the ground up as an integrated platform, FIDx provides a future-ready solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice. To learn more, please visit https://fid-x.com/ and follow FIDx on LinkedIn.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions.
More than 103,000 advisors and more than 4,900 companies including: 16 of the 20 largest
JConnelly for FiDx/
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