"Our goal is to offer an investment advisory solution geared to emerging investors seeking comprehensive investment advice and service from a financial professional," said Rebecca Kovatch, vice president of MetLife's Broker-Dealer Group. "We're providing our Registered Investment Advisers with a solution that allows them to continue a dialogue with clients while increasing efficiencies within their own practices."
MetLife Fund Management Services allows advisers to build and maintain an advisory relationship with clients, offer simplified account maintenance and support, consolidated statements, tax reporting, and helps advisers provide an automated, online application process.
"This truly innovative solution, that allows an [adviser] to deliver personalized investment advice through an automated platform to investors with as little as $10,000 to invest, is achieved by leveraging the scale inherent in our multiple platform relationships, and is a continuation of our promise to provide our [advisers with] the tools, resources and solutions to enhance the client experience and their practices," said Jeffrey Wilk, vice president of Broker-Dealer Investment and Advisory Product Management.
