Our Vision:
To get rid of the term “held-away”!
Advisers will work with “held-away” assets as easy as they work with model portfolios.
We envision a day when our trade files will go directly to custodians via an API.
Netflix started by mailing DVDs, one at a time.
They didn’t wait for broadband to become widely available.
But when it did, Netflix became a juggernaut.
The financial industry is in the “mailing DVDs” phase when it comes to managing “held-away” accounts.
We have the ability to automate everything except for the trading (implementing of advice).
When the APIs become available, we plan on being the “Netflix” of “held-away” advice!
