Automation Meets Personalization
Deliver the automation you need and the personalization you've promised with the world's first Automated Account Platform.
One-Click Fiduciary™ Technology
When accounts need attention — for Risk Number drift, model changes or putting new dollars to work — you can make the right thing happen or snooze them until it’s time.
Because you're in complete control, clients don't need to sign any co-advisor or sub-advisor agreements!
American Funds Model Portfolios, created by the experienced portfolio managers on our Portfolio Oversight Committee, use the American Funds to create objective-based portfolios designed to meet the real-life needs of a wide variety of investors and to help address real-world risks.
From global growth to preservation, the American Funds model portfolios span the range of potential client goals and risk profiles, and are built by portfolio managers with decades of experience.