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alphathena
Rookie Joined: Aug/18/2022 Status: Offline Points: 9 |
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Posted: Aug/18/2022 at 4:09pm |
Hello advisors - I work for a firm that helps advisors create personalized indexing and automated tax loss harvesting for their clients. We are excited about meeting you all! Look forward to interacting with all of you!
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WarPig
Senior Member Joined: Dec/12/2019 Status: Online Points: 9706 |
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I've been looking just for this. What you charge?
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alphathena
Rookie Joined: Aug/18/2022 Status: Offline Points: 9 |
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We have few different models. We offer a flat per client account fee or a la carte model based on the services you want to use. I am happy to setup a demo and a trial account, if you like. Let me know.
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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This should go well!
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alphathena
Rookie Joined: Aug/18/2022 Status: Offline Points: 9 |
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Ya, it is exciting to see advisors personalizing their offerings to the individual clients' needs, and our platform helps in making this process easy and saves time for advisors in managing the entire workflow. Let us know if anyone is interested, I can provide more details and answer any questions.
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Conrad Dobler
Platinum Member Joined: Mar/11/2010 Status: Offline Points: 42933 |
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advisorman
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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I heard there was a guy who did this… his name was Van Guard.
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King of sarcasm and speling
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Iamlegend
Platinum Member Joined: Mar/09/2010 Status: Offline Points: 22532 |
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You didn’t pick up my sarcasm?
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alphathena
Rookie Joined: Aug/18/2022 Status: Offline Points: 9 |
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Heard of that guy! They have a good one. They acquired tech from JustInvest, which was heavily focused on ESG and they have added tilts to personalize. But not all personalization is about ESG though. Many don't care. We do that too but we offer much more (and better) personalization options to accommodate individual's situation. |
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alphathena
Rookie Joined: Aug/18/2022 Status: Offline Points: 9 |
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That went over my head. I guess, I am newbie for a reason :-)
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Nathan Explosion
Platinum Member Joined: Mar/08/2011 Status: Online Points: 35334 |
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I’m really into ESG. I think it’s doing wonders for our industry. Love to hear more.
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SometimesNowhere
Gold Member Joined: Mar/11/2010 Status: Offline Points: 13989 |
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I want tobacco and alcohol only ESG for my clients. Do you have that?
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Chips
Senior Member Joined: Jul/08/2019 Location: SF Bay Area Status: Offline Points: 694 |
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VICEX is pretty dope if you’re willing to compromise your clients integrity and include defense and gambling
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