Modernizing the
Financial Investment
Framework

  • Automate the Investment Process and Enable an Adaptive Response to Market Volatility.
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Modernizing the
Financial Investment
Framework

  • PortfolioXpert is the Ultimate Tool for Financial Advisors
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 Opportunity is everywhere in the world of cost free trading and fractional shares the possibilities are endless .

Dynamic Direct Indexing Funds.

The software gives you the unprecedented capability of incorporating unique ideas into a structured and dynamic, risk-adjusted strategy tailored to your clients' investment objectives.

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Utilize a Dynamic Market Process to Create Value.

Dynamic policies are necessary to replace the static investment mindset in order to adjust for systemic risk and eliminate emotional decisions.

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A.I. Driven Investment Framework

A.I. is far more than a buzzword. It is a different quantitative investment paradigm that seeks to create a repeatable process that is capable of intelligent behavior.

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Direct Indexing

Learning to be Different

Adapting your business to “Zero Fee’s” and “Fractional Shares” opens new opportunities to create product offerings that will give an edge on your competitors while scaling your business.

Meet PortfolioXpert

Pre-Built Direct Indexes

PortfolioXpert Manages billions of Dollars of Assets

Storm

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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Heroes

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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Deadly Dozen

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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Ninja

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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FX3

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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Brownies

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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testimonials

Don't take our word for it, hear what our customers have to say.

PX

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

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PX

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

Learn more

PX

Prevent, detect and manage the risk of market manipulation practices across markets, functions and asset classes.

Learn more