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WealthTech Platform As a Service Icon

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.
Learn how we can help your organization.