Jon Prescott, CPI’s chief marketing officer, noted that financial advisers and their retirement plan clients have access to more than 800 ETFs on the CPI platform, trading in a T+1 environment.
“We’re pleased to include ETFs on our platform,” he said in the announcement. “We are committed to providing depth, choice and enhanced flexibility on our platform. The addition of Exchange Traded Funds furthers that ongoing commitment.”CPI is a third-party recordkeeping and administration company headquartered in Great Bend, Kansas. More information is at http://www.cpiqpc.com.