Build portfolios yourself or outsource them to the industry’s top managers and strategists.
Capitalize on the assistance and guidance of designated advisory consultants, trainers, research analysts, and vendors.
All the tools for portfolio building—research, proposals, billing and reporting, trades, model management, rebalancing, and more—within a single interface.
Leverage AdviceWorks® integration for simplified account opening and eDelivery.
Serve a large range of clients with account minimums as low as $10,000.
“I'm just thrilled with My Advice Architect. They're using lower-minimum strategists, bigger names, better-run companies, and lower operating expenses.”
Russel Dizer
Cetera Investors
“My Advice Architect allows ongoing interactions between me and my clients, where they are part of the planning, and more engaged and open to recommendations.”
Tony Yu
East West Bank
“My Advice Architect has really allowed us to streamline and simplify our business to operate more efficiently. We love the technology and ease of use. It just fits.”
Matt Logan
Tmrw Wealth
5
investment programs
100+
strategists
1,400+
mutual fund and exchange-traded fund (ETF) portfolios
375
separate account managers with over 1,100 strategies
* My Advice Architect was awarded the 2023 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year.
** All data as of October 18, 2023.