Advisor Managed Accounts

Offer a personalized investment experience that can scale

Next gen managed accounts

In partnership with Franklin Templeton, our managed account offering puts technology first to deliver an embedded investment management experience and personalized advice.

Cost
Our affordable solution keeps price well below industry average - starting at just 20 bps.*
*excluding underlying investment product fees
Experience
The managed account experience is built directly into the platform, allowing you to seamlessly engage investors right where they are.
Investments
Our offering is completely open architecture, so you can craft your own unique investment programs or use ours.
Adoption
By making our managed account offering the default investment you can increase adoption rates while giving participants the oversight they need, when they need it.
Personalization
A sophisticated algorithm makes recommendations on how much to save and how to invest for a truly personalized portfolio.

Goals based investing

Franklin Templeton's Goals Optimization Engine (GOE™) combines an investor's personal goals with extensive data points collected from our recordkeeping system.

Book a Demo

As easy as

Participants answer 3 guided questions to determine goals.
A sophisticated algorithm pairs goals with data to create a personalized asset mix that changes over time, seeking to maximize the probability of success.
Participants can adjust retirement goals and monitor progress to and through retirement.