Registered Investment Advisor

Create Customized Investment Strategies for Clients with World Class Momentum Analytics

According to a recent survey by TD Ameritrade Institutional, RIAs overwhelmingly expect to build on their recent business success, with 79 percent projecting continued growth in assets under management this year. Advisors predict firm assets will increase by 17 percent on average in 2016.

In order for RIAs to deliver objective, meaningful, personalized advice to clients, it is critical that they invest in technology that delivers added performance. This will help firms scale by streamlining investment decision support, and allow more time to strengthen client relationships and differentiate themselves from competitors.

Benefits for RIAs

  • Actionable ratings on over 15,000 global equities,
    indices, sectors, ETFs, currencies & commodities
    across 50 countries
  • Momentum historically outperforms other
    investment factors, with higher risk-adjusted
    returns (Sharpe ratio)
  • Create personalized investment strategies
    and impress clients with robust statistical
  • Next generation of Momentum models which
    reduces the drawbacks of old school methodologies
    such as Dorsey Wright and Morningstar
  • Advise clients using the same ratings data chosen
    by FTSE Russell for their Momentum Indices

Supported Tasks

  • Leverage the Strategy Builder to enable advisors
    to create alpha and smart beta portfolios
  • Create momentum sector rotation portfolios
    based on country, region, sector and sub-industry
  • Screen for momentum on over 1,500 ETFs globally
  • Tactically allocate ETF portfolios by strongest
  • Use the Excel plug-in to incorporate actionable
    momentum ratings with existing strategies