We’ll take care of the technology
so you can take care of your clients

We specialize in working with advisors with $100M or less in AUM. Our innovative advisor platform is designed for advisors looking to build their business by adding value to their clients with our thematic marketplace and saving time with our automation tools.

Grow your business

Accelerate your success by choosing from a variety of allocation models in our thematic model marketplace or design your own. You’ll also get access to institutional level products like Goldman Sachs Bank issued Market-Linked CDs all on one platform.

Save time

You know that time is money. That’s why we’ve made it so you can build and deploy individual asset models across as many clients accounts as you want. And you can manage your accounts more efficiently by trading and rebalancing your models across your entire client base in a single click.

Transfer seamlessly

With no onboarding fees or minimums, it’s easier than ever to move your accounts to Motif. Unlike firms focused on big business, we’ll do the heavy lifting for you, and even include our partnership with the largest custodian in the country for your accounts at no extra cost.

Our Advisor features at a glance

  • Detailed Dashboards
  • Digital Onboarding
  • Web & Mobile Client Apps
  • Fractional Share Trading
  • Drift Management
  • White-labeled Client Access
  • Dedicated Service Team
  • Clearing / Custody Services
  • 3rd Party Integrations

Access our most innovative products

Soon you’ll be able to access our award-winning products like Motif Impact; our SRI focused automated investing product, and the Motif 500, our newest direct index portfolio.

  • SRI Investing
    Aligns client portfolios with their personal values

    Learn More
  • Direct Indexing
    Directly invest in the top 500 large-cap companies

    Learn More

Learn more about how the
Motif Advisor Platform can help build your business

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