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- Create model portfolios and add clients without having to re-create the portfolio each time.
- Buy and manage individual investment portfolios for clients.
- Trade an entire portfolio in a single transaction.
- Modify the model portfolio and our system will generate orders to synch all clients in the model(s)
- Build portfolios of stocks, ETFs, closed-end funds, and open-end mutual funds.
- Portfolio Monitoring. By viewing the Model Portfolio Templates, you know that all clients synched to that model own the same securities at the same weighting and the same returns-there is no need to look into individual accounts to see what they own or how well they have done.
- Simplicity. The Model Portfolios are easy to purchase and manage, there is no need to go account-by account, it is the same amount of work on you whether you have one account or one thousand accounts synchronized to a given model.
- Diversification. The Model Portfolios allow you to effectively diversify client portfolios
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- Separately Managed Accounts & Mutual Funds
- Asset manager due diligence & selection process
- Detailed asset manager research reports
- Investor Profiling & Risk Assessment Tools
- Asset Allocation & Portfolio Strategy
- Portfolio modeling with optional customization
- On-line access to account holdings, asset allocation and investment performance
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