Streamline your client interactions.
To understanding which investment strategy best suits your client while fostering meaningful engagement—all within a streamlined and efficient process.
The Solution: Real-Time Strategy Synchronization
Advisors can rebalance strategies and issue investment recommendations directly from a web-based dashboard, which seamlessly syncs with the client’s trading app. Real-time updates ensure clients can instantly view and act on recommendations for timely investment decisions.
Recommendation Delivery
Smart Investment Management & One-Click Execution
Streamline workloads and enhance client engagement by managing model strategies and automating investment recommendations across client segments. Empower clients with instant, one-click execution for seamless investment decisions.
continuous client connectivity
Automated Portfolio Management with Real-Time Trade Alerts.
Adviser managed portfolio prompting a push notification and trade
order whenever there’s a new recommendation or investment strategy change.
01
Optimized Portfolio Rebalancing with Immediate Execution.
The rebalancing algorithm provides clients with optimized trade execution, considering portfolio size and required buy/sell positions. It ensures immediate execution through your clearing broker.
02
Client-Controlled Advisory Management with Trade Confirmation.
Non-discretionary adviser management. This means that your client always sees the recommendation and confirms any solicited trade.
03
Feedback
“By instantly alerting clients across segments with the press of a button, I can keep them informed of new investment opportunities and portfolio adjustments in real time—without adding to my workload.”
