Provides a summarized view of AR’s digital asset management platform from On-Boarding to Tax Optimization.
Your Portfolio
Overview of Assets Under Management, Performance, Allocations across Composite Groups and Value-at-Risk.
Portfolio Selection
Analyze performance, risk, cost elements and liquidity and compare to benchmark portfolios. Select from pre-approved strategies or create your own portfolios by ETF category for AR risk evaluation and approval.
Assign and confirm portfolios by client, set-up new client investment balances and adjust existing client balances for upcoming redemptions. Confirm signal delivery and trade execution designations. Review and accept pending rebalancing day trades and allocations by broker.
Reference Center
Provides AR’s monthly market commentaries, composite tear-sheets, white-papers, presentations, GIPS Performance Presentation and verification and other documentation.