Security Benefit, Topeka, Kans., says the new relationship expands EliteDesigns’ distribution footprint and will enable advisors to consolidate, and have access to, real time contract data within their clients’ Pershing accounts and statements.
EliteDesigns is a flexible purchase payment, deferred variable annuity distributed by Security Distributors, Inc. The product offers 200 investment options for Registered Investment Advisors (RIAs) and other fee-only advisors and their clients.
NetX360 is an open architecture technology that lets advisors connect to customer relationship management (CRM) applications, financial planning solutions and performance reporting tools, as well as market data, news and research providers.
Security Benefit, a Guggenheim Partners Company, provides mutual funds, annuities, exchange traded funds, plus retirement plans and programs through a network of advisors and money managers. Pershing, a Jersey City, N.J.-based arm of BNY Mellon Company, develops business solutions for broker-dealers and registered investment advisors.