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We offer an incomparable depth of configuration that enables you to configure your RoboAdvisor Configurator implementation to be an exact match for your business case, investor preferences, brand, and compliance requirements.
You can choose what investments to use or exclude, create your own themes, and select which themes you want to provide.
Our policy tree is the DNA that gives life to any portfolio.
The rules engine in the policy tree is no-code programming for optimization, automation, and backtesting. This rule engine covers nearly 60 rules and can bring nearly any strategy to life.
Great custom portfolios begin with an investment policy statement. What do you want in yours? See ours in action at Portfolio Thinktank.
What are your asset classes? How many are there? What goes in them? Use our recommendations, or choose for yourself. How are they constrained? You have full control.
Start with an account review and end with a side-by-side comparison. Start with a blank slate, get the lead, and send a recommendation. Provide a portfolio diagnostic, optimize an overlay, and layout the performance variations. We have dozens of workflows to support your unique business processes. You have to see this.
Investors are unique and have objectives beyond just risk and return. Offer customized objectives to help investors optimize the right target.
The ultimate digital advice platform must fit your business and tech stack. Whether it’s marketing automation, CRM, PMS, OMS, aggregators, or custodians, We make sure it fits. Seamless workflows. Built to Scale.
Whether you want to implement your digital advisor platform, provide
recommendations, get compliant on diversification, process documentation,
or just create better portfolios; we got you covered:
At Portfolio ThinkTank, diversity does not end with the portfolio. Instead, we strive to create a culture that embraces diversity, proactively protects our ecosystem from ignorance, fear and hate, and celebrates the beauty of our differences.
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