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Simplify the Delivery of Personalized Household Investment Portfolios


Our mission is to make it easier for financial advisors to offer personalized, tax-aware portfolios that build wealth for clients.

parti pris [pärdē ˈprē/]: An organizing thought or decision behind an architect’s design.

Financial advisors develop a personalized parti pris for each client’s investment portfolio. We deliver technology to the advisor to implement portfolios that accomplish the parti pris.

Integrated solutions

Parti Pris solves the needs of financial advisory companies in two ways. We provide a consultative approach to find the right solution that fits the needs of your organization and your clients. Our solutions are seamless and can be integrated to suit the needs of your organization.

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Learn how we can help your organization.