Cutting Edge and Comprehensive Advisory Services Platform
Our Advisory Services Platform is available to both our affiliated advisors and RIA’s who act as a solicitor to the Global View platform.
Highly Scalable Access to 3rd Party Money Managers
We provide access points and pre-negotiated rates with a large array of money managers and strategies for advisors who want to outsource all or a portion of a portfolio to third party managers. Our unique technology and trading capabilities allow us to offer managers at lower minimums and multiple managers can easily be blended into one account registration.
Proposal tool allowing you to model hypothetical scenarios and analytics and as many iterations as needed until you arrive at the right mix for any given client. Once your proposal is complete and ready to move to the next step, you can move on to paperwork and account creation for a smooth set up process for new accounts
Multiple Custodial Connections
Our platform has pre-existing relationships with several of the industry’s largest and most well recognized custodians. We also have the ability to link to additional firms through electronic feeds and direct connections to streamline your data aggregation and reconciliation needs.
Investment Consulting and Due Diligence
Access a team of investment professionals, including multiple highly credentialed CFA’s, MBA’s, CPA’s, and CFP’s on staff performing daily due diligence on existing money managers, in addition to screening and selecting new firms for consideration to our system. We have over 40 managers and over 200 strategies, mutual funds and ETFs that we monitor and maintain today. In addition we can simply provide access and technology linkage to managers or strategies an RIA firm selects through their own DD process.
Institutional Trading Desk
Trading directly with custodians or using a VWAP trading system? Our institutional quality trading desk will bring significant and measurable cost savings to you are your clients. In addition you can delink from trade risk and trade errors.
A robust suite of basic reporting capabilities. Daily positions, tax lots, gain loss, performance, point to point returns, position performance, analytical views, along with customized monthly and quarterly reports. In addition, key metrics and business analytics about your practice are available for you to use to help manage and guide your own practice decision making.
Have your billing calculated and fees either debited or credited. Collected fees are automatically ACH’d to your bank account. In addition to advisory fees third party managers and strategists are paid on your behalf.
Emerging Manager Platform
For RIA firms looking to deliver a new investment strategy to a broader marketplace our Emerging Manager Program will provide the systems and structure needed to build a track record and also the opportunity to offer the strategy to our affiliated advisors.
We provide access to a number of liquid alternative and private credit solutions. They are included in our proposal tools, billing system and reporting software for a total solution for RIA’s looking to incorporate alternatives into a client portfolio when appropriate.