Practice On Track
Keeping Your
Portal
CLIENT EXPERIENCE
Choose curated content from the managers you use for your clients allocations, which is then channeled to your newsletter, blog, social media and client portals. Content is customized around your practices, goals and content objectives.
Allocator
Model and Strategy Builder
The allocator provides optimization, hedging and stress testing on both current and proposed allocations. Create a multi-manager sleeved UMA account and allocate digitally. ADV’s and Third Party SMA addendums are digitally delivered and signed.
Get expert analysis on markets, lifestyle planning, policy, asset class analysis and portfolio construction. Whether your clients need actively managed investments or index products, either as mutual funds or as ETFs, you're sure to find the right investment to meet your client's needs.
ACTIONABLE INSIGHTS SHOULDN'T REQUIRE A STATISTICS PHD
Insights
