ndependent broker-dealer H. Beck
has tapped Vista Analytics
for its managed account offering. The Rockville, Maryland-based firm will use the Vista iMAP
platform to allow its reps to offer clients a consulting-based managed account product.
The iMAP platform will provide daily account operations for the H,. Beck reps, said Chris St. Laurent
, managing partner of Vista.
H. Beck will use the platform for both a retail managed account product, Core Select
, and its new 401(k) product, Vista Horizons
, said Will Abbott
, regional director of marketing and sales at H. Beck.
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