Access, implement and manage a variety of low-cost ETF models
Grow and successfully manage your business without having to spend the considerable time conducting initial investment due diligence, manually administering trades, monitoring portfolio performance or rebalancing to risk profiles
Utilizing professionally managed portfolios and AdvisorEngine technology allows you to spend more time reaching out to clients, strengthening ties and building your business
Access to a portfolio of ETFs which seek total return and to achieve diversification potential by investing in a combination of active and passive funds from a variety of managers.
Access to actively managed portfolios focusing on sources of expected excess return with an anticipated trading frequency of 4–6 times per year depending on market conditions.
Access to frequent manager commentary, updates, and allocation changes make ongoing servicing a fast track.