Traditional human advisors often charge high fees, which can be a barrier to entry for many investors. folioPilot facilitates a lower fee structure, making professional asset management more accessible to a wider range of clients.

folioPilot uses algorithms and data analysis to create well-diversified portfolios based on the client's risk tolerance and investment goals. This can help your clients minimize risk and optimize returns, which is a valuable service that you can offer.

folioPilot is available 24/7, allowing clients to make investment decisions or check their portfolios at any time. This flexibility can enhance the customer experience and build trust with clients who prefer real-time access to their investments.

folioPilot provides advice based on algorithms and data, reducing the potential for biased or emotionally driven investment decisions. This can help clients stay disciplined during market volatility and avoid common behavioral biases.

By offering folioPilot's services, you can ensure that your clients receive investment advice in compliance with industry regulations. folioPilot follows predefined algorithms and are less prone to compliance errors compared to human advisors.

folioPilot allows clients to customize their portfolios. This level of personalization can cater to clients with specific investment preferences while still benefiting from automated portfolio management.

folioPilot provides clients with user-friendly interfaces and educational resources. This can enhance client engagement and empower investors to make informed decisions about their investment thesis.

Offering folioPilot's services can help you reduce the cost of hiring and training human advisors. This allows you to allocate resources more efficiently and focus on higher-value services.

As folioPilot becomes more popular, those of you that offer this service can gain a competitive edge. You can attract a tech-savvy and cost-conscious clientele who may prefer the convenience of a total digital experience.

folioPilot collects and analyzes vast amounts of data, which can provide valuable insights into client preferences and market trends. You can use this data to improve your services and tailor offerings to better meet client needs.

In summary, incorporating folioPilot into your service catalog can lead to more time to service clients needs, offering the best of breed in investment management, operational cost savings and gained efficiency, scalable expenses in the event of a pandemic or a market collapse, a competitive advantage over other firms, boosting your firm's enterprise value, and gaining more relevancy in the marketplace.

Advisors who use folioPilot can typically charge lower fees compared to traditional human advisors, making them an attractive option for cost-conscious clients.

folioPilot utilizes sophisticated algorithms to create well-diversified portfolios tailored to each client's risk tolerance and financial goals. This helps you provide your clients with higher levels of downside protection and index beating returns than your competitors.

folioPilot efficiently handles a large number of clients and portfolios simultaneously. This scalability allows you to expand your client base without needing to significantly increase your staffing and administrative overhead.

folioPilot uses advanced simulation techniques to make and validate an investment thesis and construct and manage the portfolio to implement it. This approach can enhance your ability to make informed decisions and adapt to changing market conditions.

folioPilot is accessible 24/7, providing your clients with the convenience of managing their investments at any time. With it you can position yourselve as a tech-savvy professional who caters to the modern, digitally inclined investor.

folioPilot continuously monitors portfolios and can automatically make adjustments to align with changing market conditions or a client's changing risk profile. This proactive risk management can help prevent significant drawdowns and client dissatisfaction.

folioPilot comes with robust compliance and reporting tools, helping you maintain accurate records and ensure they adhere to regulatory requirements.

folioPilot allows for customization within its algorithms, enabling you to tailor investment strategies to meet individual client preferences and unique financial situations.

With folioPilot you can use a hybrid approach by combining your expertise and personalized client relationships with the efficiency of a TAMP. This allows for a more hands-on approach when needed, while still benefiting from the automation and cost savings of a sophisticated TAMP.

In summary, incorporating folioPilot into your practice can enhance efficiency, reduce costs, and provide clients with well-managed, data-driven investement solutions. It allows you to focus on strategic financial planning and client relationships while leveraging technology to deliver a super investment experience.

While the generation of Alpha is what most clients expect from advisors, they also expect it to be achieved at levels of risk equal to or less than the indices being tracked. In fact, downside protection is the number one benefit clients expect from their advisors. To deliver that downside protection, folioPilot employs tri-directional diversification; diversification across investment strategies within an investment vehicle class, diversification across investment vehicle classes, and finally, diversification across investment vehicles within a class. folioPilot's approach has been proven over the last three major down cycles to deliver the downside protection your clients seek.

folioPilot facilitates the clear communication of an investment thesis and how, as a result of a strict adherence to the thesis, sustainable Alpha has historically been achieved and how it will be achieved going forward. folioPilot provides total transparency into a strategy's buy, ranking, and sell rules which brings several benefits: they ensure consistent behavior; they remove emotion and other subjective judgements from consideration; and, they enable the validation of investment strategies over as many as 30+ years, the results of which are clearly displayed for the client to not only see, but to gain the confidence needed to accept the recommended thesis and the trades necessary to implement and maintain the portfolio built to implement it.

folioPilot's validation engine runs each of a strategy's rules each day of the testing period using the initial results to build a conforming portfolio. The system then manages that portfolio daily by monitoring the results of the simulation for recommended trades, executes them, and records the gain or loss, while periodically recording the portfolio's summary performance. It does that throughout the testing period. As a result, the user knows how often the strategy traded, what it bought, what it sold, and when it did it. What sectors it was in and for how long, what market caps it bought and when and for how long it held them, and importantly, the strategy's risk and drawdown history among many other performance measurements. By the end of the validation, the user gains a good sense of how the strategy is likely to perform over up-, down-, for flat-markets giving the client confidence in their overall investment approach. A confident investor who trades in accordance with a proven strategy will over time beat the market.

With folioPilot portfolio owners have access to the same asset classes and investment strategies that were previously only available to UHNW and large institutional investors; something next next generation investors are demanding.

Due to the cloud based nature of our service offering, our partners are able to offer their clients a total digital experience 24x7, again something the next generation of investor now demands.

folioPilot incorporates the latest of technologoies to faciliate it's ease of use either on a desktop or a mobile device. In an effort to quickly identify trends or anomalies in the results data, graphics have replaced data tables wherever possible. folioPilot also incorporates a comprehensive help system where every feature and function is fully explained.