Elevate and scale your firm's investment process with sophisticated capabilities delivered through an end-to-end wealth technology platform
Our investment management solutions provide RIA firms with a variety of investment capabilities and features that improve customization and efficiency across all client portfolios.
Gain access to hundreds of traditional, alternative and indexing strategies from over 300 leading asset managers, helping your firm deliver a multitude of investment solutions that can be tailored to meet unique goals and characteristics.
Every investment management firm on the broad platform is subject to a due diligence process and is assessed on its diverse mix of investment strategies, philosophy, and established track record of investment performance.
Efficiently manage an unlimited number of portfolios while accounting for specific risk tolerances, objectives, and tax scenarios. Unified Managed Account (UMA) support helps firms build and manage well-diversified portfolios with multiple sleeves, combining a variety of investment strategies into one account.
All elements of your firm's investment management process can be supported depending on specific needs, offering real-time trading, rebalancing and drift management across key custodians.
We can fully handle your firm's trade management process—executing trades, managing model rebalancing, and handling customization parameters in an automated fashion—while also incorporating various tax management strategies. The result: reduced operational burden, increased accuracy, strengthened compliance support, and greater scale.
Leverage real-time, powerful portfolio reporting capabilities to efficiently monitor performance across your business and better prepare for client meetings as you guide them on their unique investment journeys.
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