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Revolutionize the way you manage your client portfolios.
Investment Advisors
Learn how easy it can be to design, deploy and monitor ETF portfolios for clients.
Minuteman Advisor Software is a complete asset management
solution for portfolios of exchange-traded funds (ETFs). Our goal is to help independent advisors
like you manage client portfolios as simply and cost-effectively as possible. Advisors
can license our
software either as a total platform with performance reporting or as
stand-alone tools, each for a monthly license fee.
Download software overview (PDF)
Complete management solutions
Minuteman is a complete platform for managing your ETF portfolios, whether you prefer periodic and strategic shifts in asset classes or a more passive asset allocation strategy. Once you've set up your models and assigned clients accounts to them, making global shifts is a mouse-click.
Portfolio Monitoring Systems
Risk adjusted portfolio models >
Target date portfolio models >
Build your own portfolio models >
Performance Reporting
Portfolio performance reporting >
Today's Stock Index Data
Fully automated portfolio rebalancing
While other rebalancing programs still require advisors to execute trades, once our proprietary FLEXbalance™ program detects an asset class has exceeded a preset tolerance or calendar period, it immediately calculates and executes all rebalancing trades in each client's account.
The FLEXbalance™ System
Rebalance by variance percent >
Rebalance by calendar period >
Performance Reporting
Portfolio performance reporting >
