Our Powerful Model Trading Tool: Portfolio Manager in a Box
Our model trading functionality empowers RIAs and fee-based advisors to act as portfolio managers for their clients, with all the inherent benefits of a low-cost, tax-deferred wrapper.
Manage multiple client contracts more quickly, easily and efficiently: build models by choosing from among the 380+ underlying funds available in Monument Advisor, then group clients into those strategies. When the market shifts, or a client's risk tolerance changes, switch out funds or client contracts quickly and easily. Report on model performance from the Account Management site, or from your preferred portfolio technology...We integrate with portfolio technologies via DST and DTCC.
With such a broad selection of asset classes to choose from, advisors can run multiple strategies to meet the varying needs of their entire client base:
- Core-Satellite strategies
- Alternative and non-traditional asset strategies
- Tactical (high-frequency trading) strategies
- High yield bond fund strategies
- Traditional buy-and-hold strategies
- Non-correlated investment strategies
Re-balance, change allocations, manage fees—en-masse, with minimal clicks, all for a flat fee of $20/month.1
Flat. Out. Powerful.