Here is how you figure out.
- Aggregate your investment accounts.
We aggregate your held away assets by linking your investment accounts. A holistic view of your holdings is the place to begin to discover strategic asset allocation inefficiencies.
- Discover your economic and market risks.
Our proprietary technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to over fifty asset sub-classes. This helps you cut through funds and securities and see the world in terms of asset classes.
- Compare your market views with others.
We monitor research from wirehouses, investment banks, consulting firms to help you arrive at consensus long term capital market assumptions. This becomes a valuable starting point for you to validate and express your own market beliefs.
- Express your investing preferences.
We help you impose your constraints on specific asset type exposure, aversion or preference for illiquidity and alternative investments, your investing horizon, time varying risk preferences and other choices. This creates personalization.
- Analyze and optimize your portfolio.
We highlight strategic asset allocation inefficiencies to enable comparison between recommended choices with your current allocation. This provides detached objective portfolio analysis.
- Implement your portfolio.
Our proprietary order management system securely routes trade orders to your broker to execute. We further provide real-time portfolio data from your brokerage firm. This provides the most current picture of your portfolio’s forward-facing characteristics.