Access an expansive universe of professionally managed strategies that combine investment decision-making with valuable execution and oversight.
The Model Marketplace equips your firm with a vast selection of institutional-quality strategies from established asset managers, all supported with integrated oversight, customization tools, and account-level visibility.
Leverage 1,500+ investment strategies from 300+ established asset managers around the world, covering traditional, factor-based, alternative, passive, ESG, tax-aware, and income-focused portfolios, among others.
Every participating asset manager undergoes an initial due diligence review and strategies are monitored for quality and consistency, giving RIAs the foundation they need to confidently select the most suitable investments for their clients.
Deploy strategies as-is or easily tailor them based on client goals and risk frameworks. Blend multiple models across UMAs to create more personalized investment experiences.
Our tax-smart transition plans evaluate embedded gains and propose optimized, phased implementation paths that seek to minimize tax impacts when moving clients into models.
Easily monitor drift, performance, attribution, and positioning across all client accounts. Generate advisor- and client-ready reports that communicate portfolio positioning and performance in a context that helps communicate a clear story.
Receive manager-supplied updates, including positioning, commentary, and changes, synced directly within the platform, so your team can stay informed without manual tracking and research.
.png)
.png)
