Portfolio Designer empowers advisors to confidently tackle real-world asset allocation on their own by guiding them through a series of sophisticated diagnostics and models in an intuitive workflow.
"This is the first asset allocation solution on the market truly empowering advisors to roll up their sleeves and build portfolios from scratch."
"Portfolio Designer elegantly brings cutting-edge behavioral economics and advanced statistical tools to the financial advisor community."
"David's vision for an educated and empowered advisory community is a welcome pivot from the big-box model portfolio trend."