Customized Portfolio Construction Made Easy


Portfolio Builder's Model Manager tool enables you to:

  • Create new customized portfolio models
  • Generate personalized client proposals & pre-filled account applications
  • Modify existing models to fine tune investment strategies
  • Assign model portfolios to one or many clients

Enhanced Portfolio Management Tools


Portfolio Builder delivers sophisticated services that can help keep client’s portfolios on track while streamlining the process for you:

  • Automatic and on demand rebalancing options 1
  • Intelligent withdrawal system to keep the portfolio in line with target allocations
  • Full-color quarterly statements summarizing account activity, investment performance and returns
  • Comprehensive online advisor account access

Portfolio Builder accounts can be established for clients with $10,000 or more for initial investment. Many advisors comment that Portfolio Builder is an excellent alternative to expensive wrap or managed accounts with much higher minimum investment requirements.