Newbie
Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=19723
Printed Date: Mar/26/2026 at 6:44pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Newbie
Posted By: alphathena
Subject: Newbie
Date Posted: 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! |
Replies:
Posted By: WarPig
Date Posted: Aug/18/2022 at 4:12pm
| I've been looking just for this. What you charge? |
Posted By: alphathena
Date 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. |
Posted By: Iamlegend
Date Posted: Aug/18/2022 at 4:22pm
| This should go well! |
Posted By: alphathena
Date 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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Posted By: Conrad Dobler
Date Posted: Aug/18/2022 at 4:40pm
------------- No matter how bad it might be, your morning is going better than Travis Davis’. |
Posted By: advisorman
Date 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. ------------- King of sarcasm and speling |
Posted By: Iamlegend
Date Posted: Aug/18/2022 at 6:36pm
You didn’t pick up my sarcasm?
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alphathena wrote:Posted By: alphathena
Date 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. |
Posted By: alphathena
Date Posted: Aug/18/2022 at 8:11pm
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That went over my head. I guess, I am newbie for a reason :-) |
Posted By: Nathan Explosion
Date 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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Posted By: SometimesNowhere
Date Posted: Aug/18/2022 at 8:31pm
| I want tobacco and alcohol only ESG for my clients. Do you have that? |
Posted By: Chips
Date 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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