Enterprise offering meets growing demand for scalable, goals-based investing capabilities for large advisor networks, TAMPs, and wealth platforms.
Nebo Wealth, the award-winning asset allocation and portfolio design platform from the global asset manager Grantham, Mayo, Van Otterloo & Co, LLC (GMO), announced the launch of its Enterprise Solutions Platform. This innovative offering delivers scalable, goals-based investing tools to help firms provide personalized portfolios for every client. As part of this launch, Nebo Wealth introduces two powerful features: a white label portfolio construction engine and a Goals-Based Model Selector. Together, these tools enable enterprises to offer tailored solutions under their own brand, streamlining the process of aligning investments with client goals at scale.
“Our early success with independent RIAs has sparked demand from larger organizations seeking robust and scalable ways to deliver personalized, goals-based portfolios across their advisor networks,” said Martin Tarlie, Product Lead for Nebo Wealth. “With this platform, we’re equipping firms with cutting-edge tools to optimize portfolio construction, enhance personalization, and meet today’s investor expectations.”
Empowering Large-Scale Advisor Networks
The Enterprise Solutions Platform addresses the unique challenges of firms managing extensive advisor networks by:
- Enhancing personalized scalability: Delivering goals-based investing capabilities that enable personalized portfolio construction at scale.
- Streamlining workflows: Providing advisors with tools to efficiently align portfolios with clients’ financial goals and risk preference.
- Ensuring consistency and compliance: Maintaining organization-wide standards while enabling advisors to offer tailored solutions.
We believe these capabilities help enterprises elevate client relationships, improve outcomes, and ensure operational efficiency. This focus on personalization and scalability is resonating with forward-thinking firms looking to elevate their advisor experience:
“Bonsai is setting a new standard in scalable hyper-personalization and client-centric innovation. With Nebo Wealth’s Enterprise Solutions Platform serving as a key enhancement within our ecosystem, we are delivering a more powerful, differentiated, and superior solution that redefines what advisors can expect from cutting-edge wealth technology.” said Robert DeChellis, Founder and CEO of Bonsai.
Also Read: Sigma360 Unveils GenAI Innovations for Financial Crime Compliance
Introducing the Nebo Wealth White Label Engine
A key feature of the Enterprise Solutions Platform is Nebo Wealth’s white label engine, which enables firms to:
- Deliver goals-based investing solutions under their own brand.
- Seamlessly integrate the engine with existing systems for a flexible, scalable foundation.
- Focus on delivering client value without extensive internal development.
The Goals-Based Model Selector is another cornerstone of the Enterprise Solutions Platform, designed to help advisors confidently align portfolios with their clients’ financial goals. By dynamically analyzing key inputs—such as goals, time horizons, cash flows, and risk tolerance—the tool recommends the optimal portfolio from a firm’s existing lineup, simplifying the process of customizing portfolios for individual clients.
Scalable, Flexible, and Client-Focused
Built with open architecture, the Enterprise Solutions Platform helps firms stay ahead of industry trends and better serve advisors and clients. Nebo Wealth’s approach connects a client’s financial plan directly to their investment portfolio through a comprehensive Investment Policy Process.
This method overcomes the limitations of traditional risk scoring by incorporating multiple dimensions of a client’s financial profile, including goals, time horizons, cash flows, and risk tolerance. A key focus is optimal risk alignment, ensuring clients are neither underexposed nor overexposed to risk, maximizing the likelihood of achieving their goals.
By innovating in both technology and process, Nebo Wealth is redefining how firms engage with clients, offering a dynamic, comprehensive approach to goals-based investing that improves outcomes and drives success for enterprise firms.
Source: PRNewswire