National Advisors Trust Announces 401(k), Fixed Income Agreements on Conference Second Day

As for the Advisors Asset Management announcement, National Advisors Trust said it 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 have what the company calls a “more direct and efficient way to get quotes and trade fixed income securities.”

“AAM is a great alliance for National Advisors Trust,” Ferguson said in statement. “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, he said, 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,” Ferguson added.  “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.”