Our smart, integrated technology allows Advisors to engage the younger generation and better manage and serve clients at all stages of wealth.
Automated investment management to serve millenials' accounts
Easily manage and trade hundreds of accounts and models with one click
Social platform to engage all generations of clients
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.
Low-cost, customizable asset allocation, sub-asset class, and index strategies
Low-cost, transparent products
We manage the technology, you manage your client relationships.
Erik Shatzker, Anchor and Editor-at-large
Matt Schifrin, Managing Director