The self-directed path is a brokerage like experience in which the investor is educated, but not
advised, regarding investment decisions. The advisor can offer their own models or individual equities.


White Label Solution

“Custom branded” digital investing platform delivering your proprietary investment models through mobile friendly interfaces

Increased Client Engagement

Digitally connect and interact with your clients. Provide access to current investor reports, communicate timely market commentary, introduce your investors to other services, etc…

Streamlined Operations

Increase efficiency through a paperless account opening process and streamlined back office operation

Scale Your Business

Digital investing platforms position you to offer a more comprehensive solution allowing you to profitably manage accounts with low account minimums; enhancing your ability to support the rapidly growing millennial market

Build Your Brand

Optimize digital communications by servicing both large and small accounts, allowing you to provide a more comprehensive service offering