A New Asset Allocation Brokerage System

Our specialized cloud-based brokerage platform rewards our customers and their clients with the rich functionality and efficient delivery they deserve in this new e-advisory world. The single solution to custody and service-personal Internet investing is now delivered at a cost that will disrupt the wealth management industry.

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We have created a new self-clearing option for the digital advice industry. You will compete successfully with the largest financial e-advice platforms by keeping client record-keeping fees extraordinarily low.

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Experts in omnibus investor record keeping

We will move accounts from legacy brokerage systems to our ETF engine using the same concept we successfully implemented in the mutual fund industry, in which we moved trillions of dollars in assets and hundreds of millions in mutual fund accounts.

We are using our prior experience and knowledge of industrial strength processing to streamline the requirements to deliver a Robo-asset allocation advisory product.

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