As our business has grown, we have made it easier for clients to access the power of our platform in a variety of ways that best fits their needs. We are excited to work with new and existing partners in a collaborative manner to create new product sets. Currently, here are some of the ways our clients use EXACT Strategies to produce more meaningful outcomes.
EXACT Strategies Software License
Some of our best partners use our proprietary technology platform to manage all of their client portfolios. For these clients, we give them access to the full power of software to use in running their investment portfolios. This approach has been a popular partnership for some of our longest relationships. We work with advisors across the country to build out portfolios that are customized to their individual practices. Using EXACT Strategies in this fashion allows advisors to build their own track records around portfolios that they construct. We have built thousands of portfolios like this for advisors that use our technology to white label their own brand.
EXACT Strategies Signal Delivery
We spend most of our days building high powered models from the output of the algorithm – it’s what we are really passionate about here. These models are best-in-class and generate buy and sell signals that we email to our clients. The frequency of buy and sell trades that are delivered depends on the specific model portfolio you are using. We can even set up a third-party trading system that will execute the trades on your behalf, so you can spend time in front of clients.
EXACT Strategies Sub-Advisory Services
Our desire to expand the breadth and depth of our service offerings allowed us to create a compelling sub-advisory business. In this capacity, our team works with successful investment management firms to create better outcomes on some, or all, of their investment products. Our EXACT Strategies Product Specialists work directly with the distribution efforts of the investment firm to help with messaging and support.
EXACT Strategies Retirement Plan Overlay
Because our technology works with both ETFs and mutual funds, along with the fact that it helps to reduce volatility within participant investment accounts, it has become a popular tool for advisors that focus on retirement plans. We input all of the options inside the retirement plan into our software, and then we deliver the allocations that best suit what each client is trying to accomplish. As rules in the retirement plan industry are constantly changing, we work directly with advisors that focus on this space to keep them competitive. Our technology can be used to improve participation rates, educate employees and position the advisor as valuable resource.
EXACT Strategies Institutional Services
Our team here also spends a lot of time helping institutional investors determine security selection, appropriate allocations, holding periods and pricing trends for portfolios. In some cases, we are asked to look at specific allocations to help find the most appropriate securities in that sleeve. In other cases, we are asked to analyze the entire portfolio to better align the portfolio with the desired outcome that the institution is searching for.
For more information on any of these, please call us at