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alphathena 
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Joined: Aug/18/2022 Status: Offline Points: 9 |
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 Topic: NewbiePosted: Aug/18/2022 at 4:09pm |
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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
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Joined: Dec/12/2019 Status: Offline Points: 13405 |
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Posted: Aug/18/2022 at 4:12pm |
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I've been looking just for this. What you charge?
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alphathena
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Posted: Aug/18/2022 at 4:19pm |
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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
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Joined: Mar/09/2010 Status: Offline Points: 21280 |
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Posted: Aug/18/2022 at 4:22pm |
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This should go well!
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alphathena
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Posted: Aug/18/2022 at 4:34pm |
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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
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Posted: Aug/18/2022 at 4:40pm |
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Head of lettuce or George Santos?
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advisorman
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Joined: Oct/22/2011 Location: somewhere Status: Offline Points: 3942 |
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Posted: Aug/18/2022 at 6:06pm |
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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
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Posted: Aug/18/2022 at 6:36pm |
You didn’t pick up my sarcasm?
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alphathena
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Posted: Aug/18/2022 at 8:10pm |
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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
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Posted: Aug/18/2022 at 8:11pm |
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That went over my head. I guess, I am newbie for a reason :-)
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Nathan Explosion
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Posted: Aug/18/2022 at 8:15pm |
I’m really into ESG. I think it’s doing wonders for our industry. Love to hear more.
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SometimesNowhere
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Posted: Aug/18/2022 at 8:31pm |
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I want tobacco and alcohol only ESG for my clients. Do you have that?
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Chips
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Joined: Jul/08/2019 Location: SF Bay Area Status: Offline Points: 540 |
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Posted: Aug/18/2022 at 8:44pm |
VICEX is pretty dope if you’re willing to compromise your clients integrity and include defense and gambling
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alphathena wrote: