Intelligent automation

Turnkey

Scale your business using a one-stop platform offering personalized and automated solutions with full integration into all major custodians.

Model Marketplace

Access model portfolios or create and distribute custom models to other investment advisors within or outside your organization.

Personalized Solutions

Personalize model portfolios with sleeves, direct indexing, tax loss harvesting, specific cash needs and trading parameters.

Automated Smart Portfolio Management

Automate tax loss harvesting, transition tax management, cash management, withdrawal from illiquid funds, and trade execution.

Portfolio Accounting

Keep clients' accounts and models updated for corporate actions and get estimated cash flow from trading and dividends.

Client Portal

Invite clients to view their portfolio, progress, and update their personal information on a dedicated portal and sync your clients' data with a CRM.

Vertically integrated investment technology

Discover the powerful features that make our product stand out from the competition.

OPTIMIZED DIRECT INDEXING

Find the best fit for your client's account using our algorithm and customize a direct index strategy based on 40 indices.

TAX LOSS HARVESTING

Automate tax loss harvesting on any model portfolio or equity sleeve with customized parameters.

TRANSITION TAX MANAGEMENT

Automate custom tax management at the account or household level with exact short and long term gain/loss limits.

PERSONAL TARGET DATE PORTFOLIOS

Create dynamic model portfolios with different objectives such as personal target date portfolios.

FINANCIAL PLANNING

Link planning and progress to actual goals and model portfolios and generate multi-level performance and tax reports.

MODEL PORTFOLIO CONSTRUCTION

Create custom model portfolios to track existing models or to meet specific return and risk objectives.

Integrations and Clients

Model Portfolio Providers

Integrations

Clients

RIA Firms

Equip your advisors with a complete suite of intelligent, automated investment and reporting solutions on a single platform. Provide them with the tools to create personalized investment solutions using direct indexing, automated tax-loss harvesting, and transition tax management.

Broker Dealers

Offer advisors an all-in-one white-labeled platform to grow their business and retain clients by automating and streamlining their daily workflow. Our intelligent solutions enable advisors to personalize investment strategies with direct indexing, tax-loss harvesting, and comprehensive transition tax management.

Investment Managers

Increase your reach to financial advisors. Our white-labeled platform allows you to build, distribute, and monitor custom models while offering advisors the tools to personalize, implement, and tax-manage your portfolios, making it easier for them to adopt your strategies.

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