Your Clients Have Unified Portfolios. Your Systems Don’t
Modern portfolio construction is already here. Most firms just aren’t built for it. Walk into any enterprise RIA today and you’ll find the same paradox. Sophisticated advisors. Thoughtful household strategies. Clients whose wealth spans direct indexing sleeves, ETFs, concentrated positions, alternatives, and accounts across Schwab, Fidelity, and Pershing — sometimes all at once. And underneath […]
Your Platform Looks Unified. Underneath, It’s Fragmented by Design
Modern portfolio construction is already here. Most IBDs aren’t built to see it. The independent broker-dealer model has never been more capable on paper. Reps have more investment flexibility than ever — Rep-as-PM programs, UMA wrappers, access to third-party managers and home office models in the same account. The product shelf is deep. The customization […]
