Competitor Account Map Over Flashcards
1
Q
What is the managed model platform at Wells Fargo?
A
Fundsource Pathways is the Freedom (MF, ETF, UMA and Russell) equivalent.
2
Q
What is the advisor Managed platform at Wells Fargo?
A
The Passport/Ambassador equivalent is Custom Choice, Asset Advisor, Fundamental Choice, Private Investment Management (PIM) or Quantitave Choice.
3
Q
What is the professionally managed platform at Wells Fargo?
A
The RJCS equivalent at Wells Fargo is Allocation Advisors, Compass Advisory Program (CAP), Masters Program or Private Advisors Network Program
4
Q
What account does Wells Fargo offer for Cash Management?
A
Command Asset Program
5
Q
A
