Flexible Pricing Solutions

Model strategies play an increasingly vital role in portfolio management, empowering clients with systematic, research-driven approaches across varying risk appetites and investment goals. To cater to the diverse needs of our clients, we offer a flexible tiered licensing solutions each designed to maximize value while providing scalable access to our proprietary model strategies, signals and CIO Office Research.

Core Model solution is our foundational offering, providing access to all our core model strategies and compliance-lite strategies across all our five distinct risk profiles ranging from Adventurous Growth to Capital Preservation.

Enhanced Model Solution

Enhanced Model solution encompasses everything in the Core tier and expands the offering with tax-efficient versions of some of the core strategies and ETF focused Portfolio Strategies. Additionally, customize any model strategies to fit to your firm's needs.

CIO Office Research

Our CIO Office Research solution provides full access to our complete suite of model strategies along with CIO research and analytics services. Ideal for advisors seeking maximum innovation and adaptability.

Tactical Macro-Market Regime Solution

Tactical Macro-Market Regime Risk Overlay is a standalone macro-risk intelligence system that layers on top of any portfolio to help advisors navigate market regimes, manage risk with confidence, and make more consistent allocation decisions.

Core Model Solution