Standing Guard Over Your Portfolios SM
 

New Advisor

FAQs
Software Overview
Total Platform
Rebalancing
Tools & Articles

 

 

Your Turn-Key Asset Management Solution

As a new investment advisor, you are probably wondering where to start. Despite all of the regulations and requirements you face in your new business, the toughest challenge can be finding an investment management platform that best serves your clients. Congratulations on discovering the Minuteman Total Platform!

 

Are you a registered rep considering becoming an independent RIA, but concerned about acquiring or retaining clients? Prospect confidently with a complete, transparent, and low-cost asset management service that will set you apart.

 

The Minuteman platform includes all the tools and relationships you need to provide the best in indexing/ passive management with our patent pending FLEXbalance™ rebalancing program.  This system tracks account data minute by minute, standing guard over the asset allocation of your ETF portfolios.

 

Even if you are a newly-registered RIA, you will have everything you need to start gathering assets under management.

Our integration with a custodian and self-clearing firm and 18 template ETF portfolios allow you to start offering portfolio management right 'out-of-the-box'. When you choose Minuteman as a cornerstone of your investment advisory business, you are on your way to building a practice that will weather economic storms.

 

Minuteman Platform Datasheet (PDF)

 

See below for Platform Details, or choose to get started with Minuteman today!

 

 

PLATFORM DEMO

Click below to view a 10-minute Demo of how Minuteman helps New Advisors.

 

 

 

 

 

 

 

 

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

 

PRWeb Podcast

 

 

Platform Details

Click any link below for additional information.

 

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Overview

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Features & Benefits

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Technology, Security & Custody

 

 

 

LICENSE OPTIONS

Minuteman offers several license options and fee structures. Please click "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.

 

 

 

Minuteman: Standing guard so you don't have to.

 

Questions?

866-764-8880

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