Security Benefit Advisory Platform Capabilities

NEW! - Advisors with fee access can now see a breakdown of fee amounts withdrawn by Client Account in the new Advisory Fee Reconciliation Report.

See all Reporting Capabilities below.

 

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Advisory Platform
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Portfolio

Manage Portfolios

  • Transfer, reallocate, and set up future allocations
  • Create groups of accounts based on product and account owner asset strategies
  • With a single transaction, reallocate individual, group, or all active accounts
  • Schedule recurring reallocations
  • Build and maintain multiple asset allocation strategies
  • Create and save custom asset-based strategies as a Model Portfolio to use in multiple transactions

Manage Your Fees

Process your advisory fees* for an individual, group, or your entire block of business:

  • By percent or dollar amount
  • Deduct fees once or with a recurring frequency
  • Based on current assets or quarter-end assets
  • Deduct pro-rata or from individual funds
  • Receive fees via EFT or check

*Advisory fees you process on the Platform are based on a completed Investment Advisory Authorization form by each client for whom you process fees.

Pages

Reporting Capabilities

View these reports across your entire book of business.

  • Advisory Fee Reconciliation (Review processed Advisory Fee transactions by Client Account, for those with access)
  • Asset Detail (by Fund or Client Account for a selected Fund)
  • Group Detail (Client Accounts and Assets by Group)
  • Individual Detail (by Account or Funds by Account)

Advisory Platform - Financial Professionals

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS
 

Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit). Security Benefit and its subsidiaries/affiliates are not investment advisers. 

Asset reallocations and assessing fees are executed by you based on your agreement with your clients, and such transactions are not recommended, authorized or approved by Security Benefit in any way.

SB-10009-77 | 2022/10/27