RIA - Asset Allocation Software (strategic)

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Oct 27, 2017 5:38 pm

Hello All. I looking for good asset allocation software. I am a relatively small RIA office (solo-Advisor with one assistant). I am looking for strategic (not tactical) models based on as much past-performance/statistics as possible. Would prefer not to pay $10,000+ year. Any thoughts?

Any help would be greatly appreciated!

Nov 21, 2017 9:42 am

There is an app called Fintra which is working on this..Just wait for a couple of weeks..