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Supporting Advisors with One, Simplified Investment Platform

We give you the technology, investment solutions, and support needed to solve your challenges and enable growth, in one cohesive platform.

The Foundation For Success

Many things go into growing an advisory firm. You need technology that is powerful enough to support a growing business, yet usable. You need investment solutions that are flexible enough to accommodate unique investor needs, yet manageable. And you need service that is robust enough to solve your challenges, yet accessible.

We bring each of those elements together to create a cohesive experience that supports every aspect of the investment journey—for you and your clients.

Intuitive Advisor Technology

Effectively manage your client relationships and enable business growth with a platform of advisor technology that works together, seamlessly.

Proposal Generation
Proposal Generation

Build well-diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, and portfolio delivery.

Trading
Trading

Manage client portfolios with an intuitive trading tool that allows household level rebalancing, sleeve maintenance, and efficient trade processing with direct integration to multiple custodians.

Reporting
Reporting

Communicate in a way that your clients can easily understand, and identify the key data needed to make business decisions, with attractive and easy-to-use reporting options.

Billing
Billing

Improve cashflows and support business growth with automated fee billing that is processed monthly.

Compliance
Compliance

Reduce firm risk and streamline regulatory tasks—like audit preparation, form filing, and employee trade activity—with a suite of fully integrated compliance tools.

Client Experience
Client Experience

Support positive client experiences with an intuitive, fully branded client portal and mobile app that makes account information accessible and easy to navigate. Through the dedicated portal, clients can quickly access relevant investment data, manage their account, and find your contact information.

Financial Planning
Financial Planning

Make your clients’ aspirations a reality by connecting their financial goals with investment performance data to create actionable plans that help secure their now—and their future.

Relevant Investment Options

Access the comprehensive investment options needed to support your entire book of business, in one place.

Third-Party Strategists

Find and implement quality investment options with a curated list of third-party strategists, each of which is vetted and monitored by a third-party due diligence partner—Rocaton Investment Advisors.

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UMA Portfolios

Build and manage well-diversified UMA portfolios with a simplified investment process that helps you identify and select investments that align with client expectations in multiple market scenarios.

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High-Net-Worth Program

Attract and serve high-net-worth investors by partnering closely with our dedicated SMA strategists for fully custom portfolio design and client service.

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Advisor as Portfolio Manager

Bring your unique investment philosophy to life and establish your value proposition with the tools needed to build, deliver, and manage custom client portfolios.

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Ready to see our technology and investment solutions in action?

Get in touch to schedule a guided tour of the asset management platform.