Make rebalancing all client accounts quick and easy by reducing time on administrative tasks for each account.
Model Marketplace Tour
Leverage a single platform to select from third-party-created investment models, but retain control and discretion to implement the trades without having to increase the cost of investing.
01. Simplify Rebalancing
02. Lower Fees
Utilizing ETF models provide the potential for more consistent fees and greater tax efficiencies for all client accounts.
03. Defined & Consistent Process
Models available through the Model Marketplace provide a defined, consistent investment process across all client accounts maintaining consistency in client returns who share the same risk profile.
Build your own investment solutions or access 3rd party investment solutions provided by some of the industries best Asset Managers, TAMP’s and Portfolio Strategists all within one platform.
A Model Marketplace To Research, Build, Customize and Implement
A single place for advisors to utilize investment solutions to provide better outcomes for clients.
Create custom investment solutions on the security or asset class level as well as being able to utilize models-of-models for more advanced management.
Adopt models from some of the industries leading Asset Managers and Strategists to save time and leverage the expertise. Advisors will receive automated updates to models that can be implemented with a single click.
Utilize the expertise and services of 3rd party management to provide investment selection, rebalancing and reporting to ensure your clients' investment objectives are on track.
Quickly be able to search for strategist models, sub advised models or thousands of mutual funds and ETF’s by asset manager, asset class or security type.
Advisors can save all of their favorite investment solutions across custom, strategist and sub-advised models in their Firm’s Collection to streamline portfolio management activities.