Open architecture investment platform with streamlined client and account management.
For life insurance, annuities, financial and estate planning.
Gain insight into your customer base.
Monitor your investment strategies, custom account settings and trading triggers.
Create different allocations for taxable and non-taxable accounts.
Maintain and control access to client data.
Provide varying levels of access for employees based on responsibilities.
Decrease time spent analyzing financial data. Spend less time on operational tasks and more time on servicing your clients. Manage a greater range of account sizes.
Lower your overall cost to invest through technology. Personalized investment portfolios based on your input.
Robust investing algorithm able to incorporate multiple asset classes, strategies, themes, risk parameters and types of securities.
Automated process for improving the after-tax return of your taxable investments.
A portfolio designed for your unique needs, goals and risk tolerance.
View account balances, asset allocation, performance, and statements.
Mobile ready technology and app creation available.
Create and track the performance of your investment versus a personal or lifestyle goal.
Holistic view of your accounts across different custodians.