Digital Asset Management

Digital Onboarding Solution

Say goodbye to lengthy onboarding processes, we offer now quick and easy client onboarding. Onboard your clients in under 15 minutes, thanks to paperless user-friendly process.

Rebalancing

We take the hassle out of portfolio management monitoring portfolio asset allocation and automatically rebalancing to ensure it aligns with clients’ goals and risk tolerance.

Dedicated Support Teams

Having access to responsive support when you need it is critical to ensuring a great client experience. We offer exceptional support through our Customer Experience and Customer Success teams, ensuring you always have expert assistance when you need it. We are committed to responding within one business day to your inquiries.

Increased Revenue

We can help increase your revenue since you will get to keep 100% of your referral fees earned through our referral program. Another great feature is that while your AUM increases the amount you pay for the access will decline and once you hit $5M in AUM will drop to $0.

Customized ETFs

We simplify investment management with access to customized ETF portfolios for your clients. We carefully select ETFs that are liquid and have a low tracking error to their underlying index. Lower fees and higher liquidity mean more returns for your clients. Our actively managed investment portfolios are provided to us by Forstrong Global Asset Management.

Seamless Book Transfer

We work with you to transition your book of business to our platform as quickly and seamlessly as possible, while ensuring an exceptional client experience. There is no AUM minimum required.