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
