Simplify Complex Portfolio Decisions with Advisor WealthDesign™
A platform to help RIAs and Family Offices unify risk, tax, and personalization at the household level. Empower advisors to deliver more value – and portfolio managers to scale it efficiently.
Struggling with Complex Portfolio Decisions?
- Constructing optimal client portfolios for family households
- Managing portfolios with an eye on tax efficiency, risk, and personalization
- Aggregating custodial and held-away accounts for household-level view on risk and taxes
The Advisor Portal: Advisor SketchBook™
Why Firms Choose and Stay with Us
Benefit to Portfolio Managers
Enables efficient rebalancing by coordinating accounts across registrations, tax types, and ownership structures
Benefit to Financial Advisors
Capture more wallet share with seamless management and personalization across client accounts and entities
Benefit to Portfolio Manager
Converts advisor preferences into model-aligned, tax- and risk-aware optimization recommendations
Benefit for Financial Advisor
Save time by instantly producing polished, compliant proposals tailored to each household
Benefit to Portfolio Managers
Identifies rebalancing opportunities based on advisor-led context and household-level signals
Benefit to Financial Advisor
Proactively surface cash drift, tax loss harvesting opportunities, and rebalance-trigger alerts across the entire client base.
Benefit to Portfolio Manager
Enables smarter rebalancing decisions aligned with tax budgets and tracking error constraints
Benefit to Financial Advisor
Facilitate better client conversations with clear, household-level views of gains, losses, and tax tradeoffs
Benefit to Portfolio Manager
Applies ESG and values-based constraints without disrupting core portfolio construction or optimization logic
Benefit to Financial Advisor
Easily incorporate client values into investment portfolios without adding manual complexity
Benefit to Portfolio Manager
Streamlines implementation with task-driven optimization templates, minimizing one-off customization and manual trade work
Benefit to Financial Advisor
Offer custom portfolios across hundreds of clients—without increasing operational overhead