Turnkey Solution for Brokers and Advisors
Valspresso’s solutions are designed to empower independent broker-dealers (IBDs) and their registered financial advisors (RIAs) to serve more mass-market clients profitably.
In the US, there are 17.5 times more mass-market households than affluent households. Despite the greater size of the mass-market, service providers have been unable to offer substantial breakthrough in value. By leveraging Valspresso’s solutions, RIAs can efficiently provide the benefits of active management to thousands of mass market clients at a competitive price—without additional investment in technology or personnel.
Valspresso’s automated vehicles available to advisors and their clients include: separately managed accounts, mutual Funds, and customized allocation models.