Create bespoke or leverage SMA portfolios for each of your clients. Build and share their unique portfolio in minutes.
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Get access to over 10,000 North American stocks and ETFs
Keep your money with your existing brokerages. No moving funds required.
Get in-depth insights into how your portfolio is constructed to manage risk
Tie into your existing brokerages
See how you perform in the real world with a paper portfolio
Manage your clients, letting you spend more time acquiring new business rather than maintaining exiting accounts
Get your client onboarded in minutes
If you leverage models for your clients get access to over 100 unique models to replicate
Leveraging our investor risk analysis, build a bespoke portfolio for each client
Relay automated portfolio updates and in-app messages to each of your clients
Don't treat your clients as a number, build them a bespoke portfolio with seamless updates
See their portfolio's risk score and make adjustments in seconds. Prevent undue risk
Work with your client, helping manage a more effective relationship
Younger clients want visibility into their portfolio. Share their performance in a live dashboard.
Monitoring your client's portfolios can be exhausting. Instead, set some alerts and get automatically notified across a range of different indicators
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Factor investing is a strategy that chooses securities based on attributes that are associated with higher returns. These attributes, or 'factors', have been historically proven to outperform the broader market over time.
You've likely heard of total stock market funds But do you really know what they are, how they work, and more importantly, if they're the right fit for your portfolio? Let's dive in and find out!