Independent RIAs know freedom isn't free; but it shouldn't
cost a small fortune, either.
If low trade costs, ease of use and full
transparency are important to your asset management
practice, then this platform for active monitoring and
automatic rebalancing of ETF portfolios will
exceed your expectations! Choose your solution below, to
learn more.
Active Monitoring, Passive Management
Minuteman is a
low cost, integrated software-as-a-service platform which manages your client's risk tolerance
in real-time through its proprietary, patent-pending FLEXbalance™
system. This fully automated trade system stands
guard over portfolio asset allocation and when needed (according to
your preset parameters), it executes all rebalancing
trades immediately.
But that's not
all: Presentation materials, portfolio analysis and
reporting tools, a risk tolerance questionnaire,
template investment policy statements, a personalized client-ready web site
and one-on-one training are all
included with the Minuteman platform.
The
web-based
Minuteman platform means no software to install or
maintain and it is easily scalable
and customizable for your
"self-service" clients and even for 401(k) plan participants.
Choose a solution from above, to learn more.
Not sure where to start?
