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The Minuteman Philosophy

At MAS, we understand that an RIA must have time to concentrate on asset gathering activity, not locked into asset management duties only. Minuteman is an embodiment of the low-touch, high-tech, integrated services that today's successful registered investment adviser needs. Fully transparent with no "black box" program, the Minuteman Advisor Platform is software that keeps your clients informed and you on top of their portfolios and in complete control.

 

The Minuteman Integrated Software Solution

By creating a complete platform of integrated financial planning, portfolio modeling, and reporting tools - perfectly balanced with services from a select custodian and broker - the result is a state of the art, truly low cost, and highly efficient platform ideal for your asset management success. We offer outstanding personalized support and training to each of our advisory representatives and software users.

 

Podcast: MAS discusses the Minuteman's aggregated portfolio reporting feature, 6/17.
Recent Press Releases / News

06/18/09: New Consolidated Portfolio Reporting

06/13/09: U.S. Patent Sought for Rebalancing System

10/02/08: Solo Programmer Attacks ETF Management

InvestmentNews 'Digitizing Portfolio Rebalancing'

 

 

Minuteman is a software program that must be licensed by and deployed under the guidance of a Registered Investment Advisor (RIA). Neither MDL Associates LLC nor Minuteman Software is an RIA. Legal Disclaimer

 

 

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