AI enabled Wealth Intelligence
Problem: The "Swivel Chair" Tax
Independent advisors are currently drowning in a fragmented tech stack. Manually porting data between CRMs, trading desks, and compliance portals creates "data silos" that lead to human error, missed opportunities, and administrative burnout.
This swivel chair workflow is the single greatest barrier to scaling an independent practice and managing complex portfolios.
RIA Trading Platform eliminates the friction. We provide a single, AI-native platform that integrates the entire advisor lifecycle—unifying discovery, analysis, execution, and oversight into one seamless experience.
Our Solution: A Single Pane of Glass
We replace clunky legacy tools with a unified AI engine that handles the heavy lifting across three critical pillars:
Unified Workflow
End the Swivel Chair. Our platform acts as a central nervous system, ensuring your data moves as fast as the market.
Integrated Execution: Analyze, model, and trade from one screen
Real-Time Harmony: AI monitors drift and rebalancing needs
"Safe Alpha" Generation
We don't just seek returns; we seek compliant returns.
Institutional Signals: ML analyzes sentiment and alternative data
Guardrail-Aware: Filtered through risk tolerance limits
Total Asset Fluidity
Stop managing silos. Single-account view for all asset classes.
Options & Structured Products: Integrated payoff modeling
Alternatives & Private Markets: Streamlined reporting
Why We Win: The "Independence with AI Intelligence" Advantage
Independent Broker-Dealers no longer have to choose between the sophisticated tools of a global giant and the flexibility of an independent shop.
RIA Trading Platform delivers the unified speed and multi-asset depth of a wirehouse, purpose-built for the independent advisor using the power of AI, simplified
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AI-Powered Features
AskAI
AI-powered chatbot for portfolio management
👁️ PreviewAI-Powered Rebalancer
Smart rebalancing with market intelligence
👁️ PreviewAI-Powered Tax Loss Harvesting
Intelligent tax optimization
👁️ PreviewAI Portfolio Optimizer
Intelligent portfolio optimization strategies
👁️ PreviewAI Trading Signals
Real-time market signal analysis
👁️ PreviewAI Risk Management
Advanced risk assessment and mitigation
👁️ PreviewAI Market Dashboard
Comprehensive market analytics dashboard
👁️ PreviewAI Predictive Analytics
Advanced market forecasting and predictions
👁️ PreviewUMA Management
Multi-Sleeve UMA
Unified managed accounts
👁️ PreviewSleeve Allocator
Manual holdings transfer between sleeves
Operations & Trading
Order Entry
Manual order entry for equities & mutual funds
Investment Swaps
Swap holdings across all accounts
Allocations Upload
Bulk upload allocation files
👁️ PreviewPortfolio Tools
Model Management
Create and manage investment models
👁️ PreviewInvestment Marketplace
Browse and select investment strategies
👁️ PreviewDollar Cost Averaging
Automated systematic investment strategy
👁️ PreviewAccount Maintenance
Cash & Security Contributions
Process client contributions via Kafka workflow
👁️ PreviewCash & Security Withdrawals
Process client withdrawals via Kafka workflow
👁️ PreviewAccount Terminations
Manage account closure workflow
👁️ PreviewAI Account Doc Upload
Upload and parse account documents with AI
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