NDVR, a Boston-based wealth management firm with a heavy focus on technology, has just unveiled a novel solution that allows financial advisors to manage and optimize client portfolios.
Billed as a dramatic step forward in the asset management space, the firm’s updated NDVR Portfolio Lab allows for the creation of highly personalized investment strategies in a matter of minutes.
Tailored for RIAs, family offices, and high-net-worth individuals, the innovative platform aims to simplify the complex process of portfolio construction and management.
NDVR’s new technology enables advisors to tailor investment strategies and asset allocations to the unique needs and goals of each client. Its outcome forecasting capability also opens the door for more up-to-date portfolio personalization than previously possible.
“We assembled a team of Ph.D.s, financial service veterans, and tech innovators to make the advanced portfolio construction capabilities of a sophisticated family office available to every advisor serving any size of client,” Michael Simon, founder and CEO of NDVR, said in a statement. “Our goal is to empower advisors to improve expected outcomes for their clients and build longer-lasting relationships.”
Through a new household wealth optimization feature, NDVR’s Portfolio Lab lets advisor users create diversified portfolios spanning multiple asset classes and account types – including taxable accounts, IRAs, and trusts – with the ability to deploy portfolios automatically with one click. It also introduces capabilities for optimizing tax-advantaged account distributions and provides actionable insights through "what-if" scenarios.
NDVR accommodates an array of strategies – driven by individual security purchases rather than mutual funds or ETFs – including custom indexing, targeted portfolio returns through liquid alternatives, dynamic withdrawal protection, and tax-advantaged fixed income solutions.
“We're proud to have built a portfolio optimization platform that gives advisors access to intelligent solutions not previously available to retail investors," said Stephanie Lo, NDVR's chief research officer. "These institutional-grade strategies, backed by rigorous analysis and research, are the foundation of helping us build better portfolios for our clients."
Osaic-owned CW Advisors has added more than $500 million to reach $14.5 billion in AUM, while Apella's latest deal brings more than $1 billion in new client assets.
The up-and-coming Los Angeles-based RIA is looking to tap Merchant's resources to strengthen its alts distribution, advisor recruitment, and family office services.
US wealth advisory business will get international footprint boost with new tie-ups.
New research shows physicians start their careers at least $200K in debt.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
