John Hancock Financial to Deploy Trizic’s Digital Advice Platform

Trizic, a provider of enterprise class digital advice technology, today announced that John Hancock Financial has deployed Trizic’s automated digital wealth platform via the launch of MyPortfolio, an online digital advice program offered by John Hancock’s Financial Center. Trizic’s automated digital wealth platform is being used to deliver a competitively priced digital advice program for all account sizes, while allowing John Hancock to more efficiently add new clients to the service.

On the advisor side of things, John Hancock Financial Center advisors are using the Trizic platform to service new client accounts. Trizic’s Investor Portal provides a number of digital advice features, including risk profiling, client onboarding and account opening. On the company side of things, John Hancock Personal Financial Services LLC is using Trizic’s Firm Portal, which gives the firm control over models, rebalancing, trading, insight into suitability, and numerous other features. John Hancock’s proprietary models will drive the advice provided through the Trizic platform.

“Because the Trizic platform was designed from the start to support large scale, enterprise-grade deployments, they were a logical choice for a company like us,” said Steven Dorval, Head of Advice and Innovation for John Hancock. “After evaluating the industry, we concluded that Trizic would be a great partner.”

“It was important to have a fully digital solution with the flexibility to support ETFs and mutual funds in a customized user experience.” Dorval continued. “Trizic does that and also gives us an ability to continuously innovate on top of their platform.”

“Our goal with John Hancock was to offer a solution that was robust enough to handle as many accounts and assets as they wanted,” said Drew Sievers, Trizic CEO. “The hosted Trizic platform is incredibly scalable, and flexible enough that John Hancock can personalize their user experience to fit within their brand and interface goals.”

ABOUT TRIZIC

Trizic provides enterprise-class, digital investment technology to wire houses, brokerages, asset managers, banks, credit unions, and Registered Investment Advisors. Trizic’s hosted platform was built from the start with the enterprise in mind. Trizic technology was architected and engineered to deliver cutting edge, end-to-end digital wealth solutions to the industry’s largest, most demanding players. The Trizic Platform is investment-product agnostic and accommodates ETFs, mutual funds and equities. Trizic is a technology company and has no direct-to-consumer digital advisory offering. For more information, visit www.trizic.com.

ABOUT JOHN HANCOCK

John Hancock Financial is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, the group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $977 billion (US $728 billion) as at December 31, 2016. The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. More information is available at johnhancock.com.

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