Revolutionize the way you manage client portfolios.
Minuteman Advisor Software Platform
Learn how you can efficiently design, deploy and monitor your passive portfolios, with our solutions.
Your firm's bottom line can benefit from Minuteman.
Transparency. Efficiency. Affordability. These are the watchwords of today's RIA and each is important to a successful asset management practice. You will save time and money by having one platform for analyzing client risk tolerance, managing various models, and performance reporting. You can also alleviate client retention concerns - and attract new business - by offering this very unique and competitive technology.
Active monitoring for passive portfolio strategies.
A passive strategy still requires periodic attention. Our fully automated trade system stands guard over portfolio asset allocation, by monitoring price movements minute by minute (ETF) or daily (mutual funds). Once it detects that an asset class has exceeded your preset tolerance, the patent-pending FLEXbalance program will immediately calculate and execute all rebalancing trades in each client's account.
Minuteman is a software-as-a-service (SAAS) platform that lets the independent RIA manage portfolio risk exposure in real-time, through a proprietary, patent-pending FLEXbalance™ system. But that's not all: aggregated performance reporting that accepts data from multiple sources is included with the Minuteman platform. Learn more: Download a Datasheet
Top 5 Benefits of the Minuteman Platform
Solutions and services for the independent RIA
- Web-based program is accessible from anywhere.
- Adaptable to any custodian or clearing firm.*
- Automate & streamline common tasks, saving you time
- Custom web site: Clients see daily values & more.
- A level of service for passive portfolios not offered anywhere else. More »
*Company must have an available Application Program Interface (API). We can suggest firms that are API capable.
| Total Platform |
Everything for one monthly fee* based on % of AUM, or soft-dollar option¹. |
| Rebalance only |
One program for a flat monthly fee* regardless of AUM. |
| *plus an initial setup fee. 1certain restrictions apply. |