AllocateRite
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio management7 integrationsCustom quote
OCIO for advisors
Turnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.
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Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & research6 integrationsCustom quote
OCIO for advisors: questions to ask before you buy
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OCIO for advisors in the news
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
- Sowell Management
Sowell Management names Scott Dooley CIO and forms Office of the CIO
- Sowell Management
Sowell names Scott Dooley CIO, restructures investment platform for advisors
- Sowell Management
Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark
- Sowell Management
Tax planning is the new client-acquisition play
- Sowell Management
RIA roll-ups are now buying retention, not just assets