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

  • We trade

  • You trade

  • Your client trades

Schedule Demo