Wealth Management Services Resource Center

MML Investors Services:
Wealth Management Services
Resource Center

MMLIS Wealth Management Services Overview

Formerly known as "Envestnet", MMLIS Wealth Management Services (WMS) is an asset management platform that utilizes Envestnet's technology and program capabilities with trade execution and custodial services provided by National Financial Services (NFS). View the WMS Program Overview - MI1269 (PDF). The WMS Program has a breadth of investment programs that offer a wide range of investment products and solutions. These programs include the Advisor as Portfolio Manager (APM) Fund Strategist Providers (FSP), Separately Managed Accounts (SMA), and Unified Managed Account (UMA) programs. Access to the MMLIS WMS Platform is via Wealthscape. Click on the Tools tab and choose any option under Managed Accounts.

Access the MMLIS WMS Platform

WMS Distance Learning

MMLIS Distance Learning is your integrated learning system for courses required to solicit and/or sell products and services. You’ll find these Wealth Management Services (WMS)-specific training to help you get started with the MMLIS advisory platform:

MMLIS WMS Training (covers Strategist Select & SMA Select)
MMLIS WMS UMA Training (covers UMA Select Premier)
MMLIS WMS Training Portfolio Solutions and Portfolio Solutions Premier
MMLIS WMS Advisor Select (requires an approval process)
MMLIS WMS Advisor Select - Mutual Funds and ETFs
MMLIS WMS Advisor Select - Mutual Funds
MMLIS WMS Fortuna

The Knowledge Center contains reference sheets and job aids on WMS and Envestnet essentials, such as how to run proposals, how to submit new advisory business, updated WMS product reference sheets, and more.

Launch MMLIS Distance Learning

WMS Benefits

MMLIS's comprehensive Corporate Registered Investment Adviser business portal and technological platform offers:

- Simplicity. A singular web portal where a variety of asset management programs are available to IARs who are looking for a comprehensive advisory platform to meet their clients’ needs.
- Consistency. A streamlined experience across the entire line-up of programs and investment managers for IARs and clients alike.
- Competitive pricing. Ability to compare different pricing models amongst programs and investment managers all on one platform.
- Enhanced reporting. Ability to view client assets across programs and investment managers—all in one place.
- Simplified, faster adviser compensation. The MMLIS Wealth Management platform typically provides faster payment of adviser compensation as compared to direct CRIA relationship.