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.
Customized Portfolio & Proposal Creation
Build customized portfolios tailored to your clients’ goals
Select institutional money managers to fulfill allocations
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.