Truly Customized & Diversified Portfolios
Your high-net-worth clients expect their portfolios to be personalized exactly to their needs and preferences. We give you the control to tailor each client’s strategy. Start with the foundation of our 3D investment approach. Then, customize the allocation to meet your client’s unique needs and goals. Our open architecture platform also allows you to create your own strategy or construct a hybrid.
Technology solutions designed to save you time and enhance the valuable services you offer your clients.
With unparalleled flexibility and ease of implementation, our robust Web-based Turnkey Platform offers financial advisors an accomplished and proprietary technology solution. Developed with open architecture, the highly scalable platform fits any size business and delivers a myriad of beneficial features.
A private labeled portal added to your website that looks and feels like your own access point for all your client account information. Your end investor clients access their accounts through “your” portal. Functionality includes views and analytics for advisor use and benefit, and then pass through access to each end client with specific views for a high end experience for the advisors client.
End client access through your own private labeled portal. Value-add performance reporting and client information available daily.
·True in-house trading for RIA’s would require a team, 2-3 full time traders (200-300k)·Delink from Trade Risk/ Trade Errors (cost dependent on size of firm and volumes) ·Value add. Benefit to firm or clients in real dollars based on skill
A robust suite of basic reporting capabilities. Daily positions, tax lots, gain loss, performance, point to point returns, analytical views, along with customized monthly and quarterly reports. In addition, key metrics and business analytics about your practice are available for you to use to help manage and guide your own practice decision making.
We calculate billing and debit and credit fees for our advisors as a service. In addition to advisory fees we calculate, bill, and pay third party managers and strategists on your behalf. Our billing capabilities are customizable depending upon the needs of each enterprise we support.
Proposal tool allowing you to model hypothetical scenarios and analytics and as many iterations as needed until you arrive at the right mix for any given client. Once your proposal is complete and ready to move to the next step, you can move on to paperwork and account creation for a smooth set up process for new accounts.
We have a team of investment professionals, including multiple highly credentialed CFA’s, MBA’s, CPA’s, and CFP’s on staff performing daily due diligence on existing money managers, in addition to screening and selecting new firms for consideration to our system. We have well over 100 strategies and products we monitor and maintain today. In addition we can simply provide access and technology linkage to managers or strategies an enterprise/RIA firm selects through their own DD process.
Our platform has pre-existing relationships with several of the industry’s largest and most well recognized custodians. We also have the ability to link to additional firms through electronic feeds and direct connections to streamline your data aggregation and reconciliation needs.
We provide access to a number of firms in the direct alternative space. Private Credit, Private Equity, Hedge Fund, Fund of Funds, and Liquid Alternatives are available through our investment menu and are included in our proposal tools and reporting software for a total solution for RIA’s looking to incorporate alternatives into a client portfolio when appropriate.
We provide access points and pre-negotiated rates with a large array of money managers and strategies for advisors who want to outsource all or a portion of a portfolio to third party managers.
CLIENT WEB ACCESS VALUE ADD TRADING REPORTING BILLING PROPOSAL GENERATION INVESTMENT CONSULTING MULTIPLE CUSTODIANS ROBUST ALTERNATIVE SUITE 3RD PARTY INVESTMENT MANAGERS CUSTOM WEB PORTAL
Advisor Xi® Suite
Business Support at Every Stage.
We know that each advisory firm requires a different combination of services and support. That’s why we dedicate ourselves to learning about your firm’s unique opportunities and challenges— and developing a customized strategy to move you forward.
Advisors that choose to handle everything themselves often hit the “ceiling of complexity” at different levels such as 100mm, 250mm, 500mm etc.
Many advisors choose to outsource all items that are not their core competency.
Interdisciplinary team with big ideas and challenges.
We would love to hear from you so let's get in touch!