A Better Portfolio Management
Solution
As an established investment advisor you have
to prioritize and allocate your valuable time and resources.
You try to spend individual time with as many clients as
possible, but there are only so many hours in the day.
Smaller accounts should require less time and attention,
but this isn’t always the case. The Minuteman Total Platform will help you to resolve both these dilemmas.
Are you considering a move to independent,
but have concerns about client retention? Offer your clients
a complete, transparent, and lower-cost service that is also
unique!
The
Minuteman Total Platform can eliminate or automate your
time consuming trading activities, while providing a
cutting-edge rebalancing method demonstrated in recent study
to be optimal. Minuteman increases the value you bring to
even the smaller client accounts so you can take your
business to the next level.
If you are an advisor who uses indexing/passive strategies
and is looking for a way to implement your asset
allocation portfolios with ETFs, then the Minuteman Total Platform is for you, too.
The Minuteman platform provides low cost, minute-by-minute monitoring of ETF
portfolios with our proprietary, patent-pending FLEXbalance™
system. Truly automated and web based, it gives passive
strategies an edge.
Minuteman Platform Datasheet
(PDF)
Use the links below for Platform Details, or
choose to get started using the Minuteman today!

Platform Details
Click any link below for additional information,
or click the Get Started button above.

PLATFORM DEMO
Click below to view a 10-minute overview of
Minuteman for established advisors.


Click below to hear a 5-minute Podcast on
Minuteman's "Reporting" feature.

PRWeb Podcast
LICENSE OPTIONS
Minuteman offers several license options and fee
structures. Please "Get Started" to receive rates
and complete license details.
|
Total
Platform: AUM |
Monthly variable fee; rate based on assets under monitor
by the Minuteman. Setup fee applies. |
|
Total
Platform: Soft dollar |
Markup of per-trade cost to pay Minuteman fee. Uses a select broker only. |
|
Stand-alone Rebalance Program |
Monthly fee; flat dollar rate regardless of AUM. Setup fee applies. |
