Guided investment portfolio recommendations
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Our all-in-one platform increases financial advisor productivity, optimizes operational efficiency, and enhances the investor experience. Ideal for individual advisors, broker/dealers, RIAs and fund companies.
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs.
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.
Automate tedious tasks that often take advisors and support away from more valuable activities.
Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile app environment.
More channels of access and real time interaction can lead to higher client satisfaction and retention.