The Investment Navigator Platform

One Platform Delivers It All

From customized proposal creation utilizing expansive money manager choices to sleeve-level reporting, Absolute Capital provides an efficient and scalable ecosystem for your expanding wealth management business.

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…and hundreds more

Customized Portfolio and Proposal Creation

  • Build customized portfolios
    tailored to your clients’ goals

  • Select institutional money
    managers to fulfill allocations

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Examples

These are just some examples – you are creating a customized portfolio of institutional managers. Choose from thousands of available combinations depending on your clients needs.

One Platform Delivers it All

    • Create a fee-based UMA for your clients’ investment assets…

    • While providing access to an expansive group of money managers…

    • While offering competitive fees that you control…

    • While providing integrated billing and comprehensive reporting…

    • While letting Absolute Capital, your dedicated partner, handle all the steps to get you started.

Reference to any particular custodian, money manager, employer and/or plan is not to be considered an endorsement of our services.

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