Provides mass affluent and mass market clients with cost-efficient access to your world-class portfolio management services.

Create and manage pre-defined portfolios within WealthOS with corresponding suitability criteria like risk tolerance and investment horizon. Combine a digital fact-finding journey with the WealthOS APIs to build an end-to-end, automated flow of account creation, portfolio assignment, account funding and trade execution. Streamline ongoing monitoring and management by setting the accounts to rebalance to your target portfolio allocations at pre-scheduled intervals.

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