Advisor WealthDesign Platform
- Wealth managers can license the Parti Pris Advisor WealthDesign© Platform inclusive of Advisor SketchBook™ to manage personalized investment portfolios for clients with their own investment staff.
- Each firm will leverage Parti Pris’ expertise in technology and operational workflow to make their day-to-day more scalable and efficient while maintaining control over their own personalized investment service.
- Wealth managers can use direct indexing investment strategies or implement their own personalized portfolios in SMA, UMA, or Householding format.
- Parti Pris consults on design and implementation of a personalized investment service with Parti client service professionals to help with pre- and post-design implementation.