Better Portfolio Management

Built for the full spectrum of advising styles.

Whether you prefer hands-on trading, fully outsourced investment management, or anything in between, our suite of powerful tools help you do your best work for your clients.

Versatile Investing

Advise your clients
your way.

Manual Trading

Manually trade fractional shares of stocks and ETFs commission-free.

Model Marketplace

Explore over 500+ professionally managed models with fees up to 3x cheaper than the average TAMP, with some starting at 0bps.¹

Fully Customizable

Mix and match by building your own custom models and UMAs.

Modern Features

Tools for maximizing portfolio growth.

Built-In Tax Management

Deliver tax savings to clients with features like daily scanning for tax lost harvesting, tax sensitive rebalancing, and more.

Digital Fixed Income

Modernize how you discover, buy, and monitor fixed income securities. Screen faster, effortlessly click-to-trade, and enjoy full transparency at industry-leading prices.

High-Yield Cash

Grow clients’ cash with a high-yield cash account that’s 9x the national average, with no minimums and same-day transfers.

Direct Indexing

Offer broad market exposure while creating tax savings opportunities with advanced tech and minimums starting at as little as $2,000.

Simply better pricing.

We aim for our fees to be simple, transparent, and as good or better than the most competitive legacy alternatives—never getting in the way of your ability to give authentic advice.

Explore our entire platform, custom built for RIAs.

Fast Onboarding

Start on the right foot with our consolidated, industry-defining workflow.

Streamlined
Operations

Automate the administrative workflows that keep your business running smoothly.

Transformative AI Assistance

Make each day more efficient than the last with Hazel, your new AI Assistant.