Empower Advisors with Robust Desktop Tools
With this analytics tool on each advisor’s desktop, they can create, analyze, and present better portfolios to clients. Use the tool to accelerate adoption of home office models, to ensure consistent process and discipline when customizing models, and to equip advisors with a compelling proposal generator that makes client recommendations easy to explain.
Support Advisors with Unbiased, Objective Analysis
Live, one-on-one support from CFA-, CAIA-, and FRM-level experts can save advisors mountains of time and help them win more business by making sure portfolios reflect a consistent investment process and that advisors can articulate the purpose of every security in each portfolio.
Amplify Capacity of Your In-House Research Team
This flexible partnership lets you choose how to access our strategic and dynamic asset allocation views and leverage due diligence services. Our deep bench of multi-asset professionals can assist with investment strategy, model creation, and manager selection.