ProNvest Partners With American Trust To Provide Managed Retirement Account Solutions

ProNvest, a leading WealthTech company that provides participant managed account solutions, today announced a partnership with American Trust. This partnership will allow plan participants access to customized and personalized investment models through the American Trust enrollment experience and engagement engine for advisors

American Trust now has access to ProNvest’s full suite of participant based fiduciary solutions including customized and personalized investment models, enrollment support, retirement education and financial wellness assistance.

ProNvest delivers a unique value proposition relative to other managed account providers by leveraging a high-touch participant engagement and service model. This model is proving to drive superior engagement and adoption results over historical managed account penetration. ProNvest’s holistic approach combines personal coaching and learning tools with a goals-based planning process. Through this planning process ProNvest acts as a referral partner, unlocking access to outside assets and helping advisors grow their wealth businesses. This is very much in line with the goal of American Trust in delivering additional value to advisors, further solidifying their position as a provider of choice.

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“The ability to deliver personalized advice through a managed account solution is a game changer for driving participant success and client satisfaction” – Micah DiSalvo, Chief Revenue Officer for American Trust.”

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“We are excited about our partnership with American Trust to deliver a comprehensive managed account solution,” said Greg Clark, Senior Vice President of ProNvest. “We’re confident that our retirement planning technology, high-touch participant services and professional investment management will help American Trust further enhance the value they bring to plan participants, plan sponsors, and advisors that they serve.”