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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 personalized advice and an embedded investment management experience.

  • 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.

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.

Take a look around

  1. 1
    Estimates the gap between your plan and goal
  2. 2
    Offers suggestions for closing the gap
  3. 3
    Allows for ongoing changes to inputs