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SEPARATELY MANAGED ASSETS

With Avestar, you get all the freedom you need to employ third-party/separately managed assets strategies. With our open architecture platform, you can enhance your financial advisory services by incorporating user-friendly and powerful technology and flexible investment advisory options. Our solution is designed to provide a unified experience that promotes advisor growth and enables satisfying client interactions.
Our Solutions

Investing

Reporting

Trading

Support

Advisor Experience
  • Seamless blending of various investments, such as funds, stocks, and fixed income
  • Efficient model management that lets users create different portfolio scenarios
  • Effective manager connectivity that helps improve hiring procedures
  • Wrap/Non-wrap, which helps combine different services or select the ones specifically required
Reporting
  • Sleeve-level reporting for strategy-level performance visibility
  • Overlay technologies that enhance reporting
  • Online screens for clear and comprehensive performance reporting
Trading
  • Reliable, timely, and accurate execution  
  • Speedy clearance for all trading activity needs 
  • Seamless API connectivity with the platform 
Support 
  • Trade administration is responsible for managing all the supporting activities for your trading 
  • Tax lot services keep records of each investment in your portfolio’s purchase and sale dates, cost basis, and size of transactions 
  • Proposal creation for creating client-ready documentation 
Avestar Capital
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