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!
Nasdaq Dorsey Wright Relative Strength Models invest in securities that demonstrate powerful relative strength characteristics and requires that the securities maintain strong relative strength in order to remain in the portfolio.