Solutions for Registered Investment Advisors

  • Centralize and share model portfolios across your firm to streamline trading

  • Assist the compliance department with stress testing client portfolios and assessing portfolio risk

  • Book & holdings analysis across the entire firm using <criteria triggers> which grade holdings as green, yellow, or red, including 12b-1 fees

  • Visualize the performance of the entire firm, including net new assets, incoming & outgoing clients, market fluctuations, and individual advisor performance

  • Quickly onboard new financial advisors & clients by establishing investment transition plans

  • Assist in mergers & acquisitions by importing historical track records & transactions

  • Determine if portfolios are out of alignment with client objectives and automatically provide mock trades so the financial advisor can bring the portfolio back into alignment.

  • Enable your advisors to provide low cost securities-based lending solutions to your clients.

Solutions for Financial Advisors

  • Connect client data & investment research to automate the investment management process from end-to-end

  • Visualize risk & reward in a brand new way using patented technology

  • Screen for investments, visually compare them, and determine the best ones for your objectives

  • Build and track your model portfolios, including changes to the model portfolios over time

  • Book & holdings analysis using <criteria triggers> which evaluate holdings as green, yellow, or red, including 12b-1 fees

  • An “advisor” questionnaire enabling the platform to learn how the advisor likes to trade client accounts so mock trades can be suggested. The three basic investment management philosophies are:

    • Long term buy & hold & rebalance of strategic portfolios, usually with low cost investments

    • Tactical portfolios where the portfolio shifts as market leadership changes

    • Contrarian portfolios that take advantage of dislocations in the market

  • Import a prospect’s current portfolio and build compelling proposals

  • Compare investments & portfolios using our patented visual technology and quality risk/reward scores

  • Align client risk using visual risk scores

  • Bypass bank & brokerage markups and offer your clients securities-based lending solutions at a low cost of capital using a box spread strategy. The platform provides low cost securities based lending quotes, reporting, scenario analysis, and a client portal.

Solutions for Asset Manager & Wholesalers

  • On-the-fly comparisons of a financial advisor’s current investments to the wholesaler’s offerings

  • Highlight out-performance and how the portfolio manager handled periods of stress

  • Visually tell a story about the strength of your firm and products

  • Get an emotional buy-in from financial advisors on-the-spot, without needing to generate back-and-forth proposals with the inside sales team

Solutions for Custodians & Broker Dealers

  • Enable your clients and advisors to easily & visually screen for investments

  • Limit the investment universe to only those funds & investments available on your platform

  • Automate the roles of the research analyst & portfolio traders

Solutions for Individual Investors

  • Visually screen for investments

  • Determine the quality of your investment strategy and compare your results to alternative solutions

  • Determine entry & exit points for investments

  • Track your performance