Dramatically Improves Building and Monitoring Model Portfolios While Social Features Help Advisors Connect With Clients
San Mateo, CA, Feb. 03, 2014
Motif Investing, the company that pioneered low-cost, thematic investing, today announced a new platform for registered investment advisors (RIAs) that will transform the way they conduct business and interact with clients. TheMotif Advisor Platform dramatically streamlines how advisors build, monitor, and rebalance model portfolios around various asset classes so that they can provide the highest level of service to clients. Advisors can also share market insights and portfolio updates through user-friendly social functionality.
“Motif is the only online broker to deliver such simple yet powerful tools for advisors so that they can focus on their clients rather than technology,” said Motif CEO and co-founder, Hardeep Walia. “Our new Advisor Platform automates formerly mundane, labor-intensive processes so that advisors can devote more time to what really matters — sound investment research and quality client communications.”
A Model Change
The Motif Advisor Platform is designed to help advisors manage more client accounts with less effort. Advisors can now construct models in hours or minutes with the same level of customization that previously may have required weeks of work. After establishing a client’s risk tolerance, advisors can choose from a selection of pre-built allocation models or design their own from scratch. Once an allocation model is selected or created, advisors can simply drag and drop clients to assign them to a given model.
Advisors also benefit from a one-click intuitive rebalancing tool that eliminates the need for manual calculations. Advisors will soon be able to automatically track how much model portfolios have deviated from initial target allocations. The platform will notify advisors when any designated portfolio goes over its pre-set threshold.
Investing in Social Connections
On top of leveraging tools to create, monitor and rebalance portfolios, financial advisors also need the means to effectively communicate with clients. The Motif platform is intuitively social, making it as easy to use as Facebook or Twitter so that advisors can engage with tech-savvy clients in an appealing and unobtrusive way. Through the Motif interface, advisors not only have the ability to message clients but they can create Investing Circles that include clients and prospects. This enables advisors to share insights and post comments in a way that fosters community.
Motif’s social features become increasingly important to advisors as data shows 98% of next generation investors say they would fire their parents’ advisors (Barron’s June 6, 2011).1 Motif can help to bridge the gap by arming advisors with the tools to communicate with the next generation by speaking an investment language they understand and engaging them early in a manner they prefer.
To learn more about how Motif can help investment advisors, please visit https://www.motifadvisor.com.
About Motif Investing
Motif Investing is an online broker that lets you invest in a world of big ideas. The company, based in Silicon Valley, is changing the face of online investing through an innovative, transparent social platform that allows individuals and investment advisors to invest in stock and bond portfolios built around everyday ideas and broad economic trends — and even create brand-new motifs from scratch. Motif is a registered broker-dealer and a member of SIPC. The company’s investors include Foundation Capital, Goldman Sachs, Ignition Partners and Norwest Venture Partners. Board members include former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck. Learn more at https://www.motifinvesting.com.
Investing in securities involves risk, including the possible loss of principal; individual investments or a collection of individual stocks such as motifs which are concentrated in an idea or theme may face increased risk of price fluctuation over more diversified holdings due to adverse developments within a particular industry or sector.
© 2014 Motif Investing, Inc. All rights reserved.
GMK Communications for Motif