1) You Add Plan & Participant Info

  • Add information about your client’s plan

  • Add information about your client

  • We do the rest!

2) We do all the research

  • Assign Asset Allocations

  • Proprietary “Reddark Score”

  • Proprietary Algorithm

3) Advice Creation, Delivery & Documentation

  • Overlay your strategies for all your clients within seconds

  • Deliver advice to you or your clients

  • Document the process, advice and delivery

4) Implement Advice

  • Your client trades

  • You Trade*

  • We trade*

*OPTIONAL: Additional 3rd party software required.

Person holding a smartphone displaying stock trading charts with a laptop and a cup of coffee on a desk.
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