Expertise scaling personalized portfolios
Parti Pris specializes in delivering technology that make it easier for financial advisors and wealth managers to manage household portfolios
How we work with partners
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.
Enterprise Technology Services
We provide consulting services to large institutional firms seeking to develop, build, and implement the technology to support their own personalized portfolio services.
Advisor WealthDesign Platform
Financial advisors can license the Parti Pris WealthTech platform, Advisor WealthDesign© to implement a personalized investment service and maintain direct control over client portfolio implementation. Advisors can leverage Parti Pris’ expertise in technology and operational workflow to make their day-to-day more scalable and efficient.
Proprietary Advisor Technology: Advisor Sketchbook™
Advisor Sketchbook™ is a proprietary tool Parti Pris uses to help advisors deliver personalized services:
- Create personalized portfolios
- Run tax transition proposals
- Manage ongoing client requirements and investment objectives of personalized portfolio