Portfolio Builder is a personalized asset management program with a suite of unique online tools that allows you to create customized portfolios that best meet your client’s investment goals, time horizon and risk tolerances.
Customized Portfolio Construction Made Easy
Enhanced Portfolio Management Tools
- 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.
Keep Portfolios on Track and Streamline Your Process
- 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.