The marketplace
The models
compete.
Institutional strategies from managers across the industry, ranked on live data on one tab, on the same engine that executes them. Rank them on live leaderboards. Blend two to five into a custom portfolio in minutes. Or bring your own and run it with no manager fee — we do not charge you for your own intellectual property.
How advisors use it
Research, rank, blend, deploy.
Rank
Head to head, on real numbers.
Return, Sharpe, Sortino, max drawdown, up and down capture — plus a single ranking score so you can sort a shelf without building a spreadsheet to do it.
Blend
Custom portfolios in minutes.
Pick two to five strategies, set weights, and see the blend's modeled return, volatility, Sharpe and drawdown — hypothetical, built from the components' records and labeled as such on every proposal — before you commit a client to it.
Compare
Against what you already hold.
Put any fund a client already owns side by side with anything on the shelf, with live data underneath.
Deploy
Straight to the desk.
What you build here is what our desk trades: your models, your rules, on the same records that bill and report it. Nothing is re-keyed on the way.
What a ranking is worth
Live results,
not a fact sheet.
Every manager's own material shows the manager in a good light. That is not dishonesty, it is arithmetic — a strategy launched in a bad year has a bad since-inception number, so it gets presented over a window where it looks better, and every competitor does the same.
Which means a shelf assembled from fact sheets is a shelf where each strategy chose its own scoreboard. You cannot rank that. You can only read it.
Three questions worth asking of any marketplace, ours included:
One
Same window, same math?
Are these strategies measured over identical periods with identical conventions, or is each one reporting the window it prefers?
Two
Live or backtested?
A backtest is a hypothesis. Live results are evidence. On our shelf, live means traded on this engine; anything constructed is labeled hypothetical. A shelf that mixes them without saying which is which is not a shelf you can compare across.
Three
Who left the list?
If strategies that performed badly quietly disappear, what remains looks stronger than the shelf ever actually was. Ask what happens to a strategy that is removed.
We rank on the same live data the desk executes against, over common windows, with the blend's own score visible alongside its components rather than instead of them.
If the models are yours
Bring your own.
Keep the credit.
A large share of the firms we work with are their own investment manager. They did not go independent to outsource the one thing they most want to be known for, and they are right not to.
Your models run on the same engine as everything on the shelf, ranked by the same measures, traded by the same desk — with no manager fee. We do not charge you rent on your own intellectual property, and we do not put our name on your track record.
What you get that a spreadsheet cannot give you: your strategy measured the way the institutional strategies are measured, on live data, in front of the same client who is comparing you to them.
After you pick
Shortlist to traded,
without a re-key.
The gap most platforms leave is between research and execution. You do the work in one tool, then somebody types the answer into another one — and every transcription is a chance to be wrong about a client's money.
Into the proposal
The comparison the client sees.
What you compared becomes what the proposal shows, including the cost of each option, so the recommendation and the reasoning come out of the same place.
Into the account
The desk trades what you chose.
Assignment, rebalancing and drift monitoring run against the blend you built — and it bills and reports off the same records, so the numbers agree by construction.
Ready when you are
See for yourself.
Institutional models and yours, side by side, with no manager fee on yours.
All ranked on the engine that trades them.
Pick a time
Whenever works for you.
6am to 6pm Mountain on the calendar — and if you need earlier, later, or a weekend, call or text 888-438-8997 and we will make it work. It is a twenty-minute video call; say so if you prefer the phone.
Calendar not loading? Some browsers and ad blockers block embedded booking pages. Open it directly — or just call 888-438-8997.