Streamline Your Investment Process with Centralized Model Portfolio Management

Transform your investment management capabilities by managing model portfolios in a centralized location, creating a single source of truth for your entire organization. Easily create and share models with team members across your firm, enabling collaborative portfolio management while maintaining consistent investment approaches. With seamless integration into your existing trading and reporting workflows, you’ll eliminate redundant work, reduce manual errors, and implement portfolio changes instantly across all relevant accounts. Our platform empowers firms to scale their practice efficiently, manage more client relationships effectively, and focus on what matters most—delivering exceptional value to your clients.
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Precision-Driven Model Management

Our platform delivers unmatched accuracy in model portfolio implementation through a sophisticated weight-based approach. Each model portfolio is precisely represented as a set of target allocations across various investment vehicles—including individual securities, funds (ETFs, mutual funds, pooled funds, bonds), or other model portfolios. While the interface presents these allocations as straightforward percentage weights, behind the scenes our advanced system automatically calculates and generates the exact transactions needed to achieve these target allocations in client portfolios. This transaction-level precision enables superior performance measurement and drift analysis, providing you with powerful insights to make informed investment decisions.

Proven Portfolio Modeling Framework

Model portfolios are an integral part of an efficient rebalancing process as they can be used to set the desired allocations of specific securities. The Models are divided into two categories – Security models and Blended models. 

 

  • Security Model – is a portfolio constructed by assigning weights to individual securities. Often called SMA models.  

 

  • Blended Model – is a portfolio constructed by assigning weights to securities or other model portfolios. Blended models are also called model-of-models, parent models, overlay strategies or investment strategies. 

 

Performance Tracking

d1g1t tracks the performance of each model, as it were an account. This means that model portfolios can hold cash, and cash can be reinvested through time. Model portfolios can hold securities in multiple currencies and reflect dividends and coupon payments received over time.

Simplify Rebalancing with Security Models

Optimize your rebalancing process with our intuitive security models, designed to streamline portfolio maintenance while maintaining investment precision. Security models function as straightforward expressions of desired allocations to specific securities, making them remarkably easy to create and maintain for advisors, wealth management firms, and third-party specialists. The platform’s intuitive user interface and flexible design allows you to specify not just target weights but also minimum and maximum thresholds for each security, creating customizable drift bands that adapt to your investment philosophy. This intelligent approach to rebalancing empowers portfolio managers to focus only on securities that fall outside acceptable parameters—significantly reducing unnecessary trading costs while maintaining portfolio integrity.

For more sophisticated strategies, security models serve as versatile building blocks that can be combined into complex, multi-layered investment approaches through our blended models feature. Whether you’re an advisor creating personalized sub-models, a wealth management firm with a centralized investment team, or working with third-party specialists, our platform seamlessly optimizes workflows to simplify rebalancing – saving you time.

Tracking the Evolution of Model Portfolios

The platform maintains a complete history of model weights and changes, enabling users to review historical changes for audit and compliance purposes. This detailed record supports forensic analysis on the models when needed.

The system also tracks both original target model weights and current drifted weights, with the rebalancing engine providing the flexibility to restore portfolios to either state depending on the investment strategy requirements.

The Flexibility and Scalability of Blended Models

Unlock unprecedented flexibility and efficiency with our blended models capability, a powerful feature that transforms how investment strategies are constructed and managed. By combining different sub-models into comprehensive investment solutions, advisors and wealth management firms can effortlessly create sophisticated allocation hierarchies targeting specific asset classes and regions. The true business advantage is the scalability this approach provides—with minimal effort, you can develop an entire spectrum of risk-targeted portfolios by simply adjusting allocations between the same underlying sub-models. This eliminates redundant work while ensuring consistent investment philosophy across your entire client base. The automatic propagation of changes; when you update any sub-model, instantly flow through to all blended models utilizing that component—dramatically reducing maintenance overhead, ensuring investment consistency, and competitive differentiation.

Portfolio Attribute Library

Model portfolios can be given attributes that allow firms to classify their model portfolios among well defined dimensions. Our platform supports several properties, designed to organize your models including:

  • Managers 
    • Advisor – Name of the firm that manages the model portfolio. 
    • Sub Advisor – Name of the sub-advisor (firm) that manages the portfolio. 
    • Portfolio Manager – Name of the internal user that manages the model portfolio. 
  • Categories 
    • Asset class 
    • Asset class L2 
    • Asset class L3 
    • Sector 
    • Industry
    • Strategy 
  • Risk profile
    • Risk profile

    Granular Permission Management

    Access to model portfolios can be precisely controlled through a robust permissioning framework that ensures only authorized users can view or manage specific models. Each model portfolio can be assigned granular permissions at the user or group level, enabling firms to restrict visibility and editing capabilities in accordance with internal policies and roles.

    Administrators can configure who is permitted to view a given model—typically limiting access to specific advisors, portfolio managers, or business units. In addition, editing rights can be assigned independently, allowing only designated users to modify the model’s structure, holdings, or settings. 

    This distinction between view and edit permissions enhances governance, supports compliance requirements, and protects the integrity of investment strategies across the organization. This level of permissioning supports both centralized and decentralized model management structures, while ensuring operational transparency and control.

    Improved Client Experience and Business Growth

    Elevate your client relationships and accelerate business growth by enabling a consistent investment approach across all client relationships, strengthen the firm’s brand identity and reinforce your unique value proposition in the marketplace. With the ability to implement investment decisions rapidly across all relevant accounts, advisors can deliver more responsive portfolio management that adapts quickly to market conditions and client needs. By optimizing routine portfolio management tasks, advisors reclaim valuable time for meaningful client interactions and business development activities. Our enterprise wealth management platform provides standardization and flexibility, allowing advisors to offer thoughtful customization options for clients while maintaining highly scalable operations. Positioning the firm for sustainable growth without sacrificing service quality.

    Automate Your Model Portfolio Construction & Management

    Reclaim valuable time by optimizing model portfolios that quickly adapt to market conditions and client needs.

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