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!
Longboard is a strategic partner in alternative investments. Our rigorous approach is built on nearly two decades of original research and development. Longboard investments have historically delivered returns at the top of their categories, and have provided non-correlation to the markets and to other alternatives. Learn more at longboardmutualfunds.com