For IFAs
Bring institutional-grade Direct Indexing to your high-net-worth clients. Bespoke strategies, tax optimization, and automated management.
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Realist for Business
Our Investment Management Suite is a professional work-environment, purpose built for financial advisors and portfolio managers. Delight your clients with personalized, tax-optimized portfolios that scale across your book with ease.
Who we serve
Digital Platforms
Integrate our API to offer differentiated investment products. Improve margins and disintermediate traditional asset managers.
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Supercharge your portfolio managers with automated SMAs. Scale personalized discretionary mandates efficiently, and wider than before.
Learn MoreReady to modernize your offering?
Talk to our institutional sales team today.
