Are you ready for the
$18 Trillion
wealth transfer opportunity?

Motif Advisor offers an innovative wealth management platform to help Advisors connect with investors across all generations

Our smart, integrated technology allows Advisors to engage the younger generation and better manage and serve clients at all stages of wealth.

Motif AutoPilot

Automated investment management to serve millenials' accounts

Motif AdvisorCenter

Easily manage and trade hundreds of accounts and models with one click

Motif GenerationConnect

Social platform to engage all generations of clients

Motif's Wealth Management Framework

We provide low-cost, customizable modules intended to provide broad diversification for your clients' core portfolios. And we offer unique tactical tilts to enhance your strategic allocations and allow your clients to express their values and beliefs.

80% Strategic Allocation

Low-cost, customizable asset allocation, sub-asset class, and index strategies

20% Tactical Tilts

Low-cost, transparent products

Features

We manage the technology, you manage your client relationships.

Build A Motif

Create customized model portfolios for your clients

White Labeling

Brand your client's experience

Paperless Onboarding

Enroll your clients with paperless onboarding

Rebalancing

Trade and rebalance your client accounts with one click

Learn More Schedule a Demo

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  • Combines the intuitiveness of Apple's iPhone with the power of institutional class investing

    Erik Shatzker, Anchor and Editor-at-large

    Bloomberg Television

  • What's compelling is it actually mimics what many of the best global macro hedge fund managers do

    Matt Schifrin, Managing Director

    Forbes