Portfolio Target gives you the tools needed to add digital and automated portfolio management solutions to your firm.
Integrated with Market Movement Strategies or with your own models, you can help clients match their investment direction with their financial goals: Retirement, Income, or Wealth Accumulation.
Your Relationship. Your Strategy. Your Digital Solution.
Use your unique Portfolio Target URL and access code to display the Digital Advice Solution as your own. Embed the URL in your website or direct clients to PortfolioTarget.com to enter your access code in order to associate the client with your practice.
Fully customize the Portfolio Target client experience with your company color and logo.
Private labeling capabilities are permitted at the firm level and may be updated in your Advisor Settings.
Utilize the Market Movement Strategies (“MMS”) Three Mandate Process to generate investment proposals outlining the MMS investment philosophy of Strategic, Tactical, and Diversifier mandates. Or, choose your own story.
Determine and set your preferred Portfolio Target advisory fee schedule used with all accounts.