Platforms
When building proposals for your clients, our technology can deliver your ideas with configuration options driven by your firm’s needs.
Whatever your approach, benefit from these features
Our technology empowers advisors to create proposals based on criteria and constraints defined by your firm and your clients. Your inputs, your decisions, making it easy to share with your clients.
Understand your clients’ exposures and risks end-to-end across public and private assets to see their impact on the whole portfolio.
Construct proposals using our technology at any level of your clients’ portfolios — the household, individual client, account, or sleeve.
Help ensure your portfolios adhere to the regulatory frameworks, guidelines, and investment policies set by your firm. Review checks in real time, with live, rules-based feedback during portfolio construction to avoid creating proposals that may be unsuitable for certain clients before sending downstream to your OMS for execution.
Harness the power of a portfolio calculation engine that utilizes inputs defined and supplied by your firm to produce a proposed portfolio aligned to your clients’ goals.
Build informed recommendations and conviction around key portfolio changes to align to market events and your clients’ goals, using a vast library of analytical content spanning asset allocation, detailed sector breakdown views, risks, stress scenarios, wealth projections, returns, and more.
Our technology enables advisors to present data in a way that clients can connect with, generating content and talking points that save valuable time and align to your firm’s value proposition.