BOSTON--(BUSINESS WIRE)--Today, Veriti Management LLC (Veriti), a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console®. Console streamlines tasks and minimizes the time required to create fully customized equity portfolios that focus on tax efficiency and are built to do good, all at a low cost.
Through Console’s dashboard and dynamic environment, advisors are now able to sync client information with Veriti’s platform and database, minimizing the time needed to open and fund an account. Background information such as account size, tax rates and risk profiles immediately populate into Console’s client dashboard.
Console’s interface and robust values data allows financial advisors to better understand their clients, and thus, connect the financial plans they create to the portfolios managed for them. Background, educational materials, and investment scenarios based on factors such as ESG and values-based investing allow advisors and clients to have thoughtful conversations on everything from tradeoffs to tracking errors to tax loss harvesting, and why each matter.
Now, through enhanced technology, intuitive workflows and constant performance monitoring, advisors can tilt toward ESG, remove specific sectors and/or countries, all with constant monitoring for potential portfolio trades or recommended rebalancing actions that can be executed by one click.
“Veriti has changed countless conversations with our clients – from where they begin and end, allowing us to deepen these relationships, even long-standing ones. Console’s interface has made it easier for us to shift sometimes awkward discussions from returns and performance to issues and values that help align their fabric to their portfolios while allowing to get to know them better,” said Gisle Sorli, CFP® and wealth advisor at Keel Point, an independent investment advisory firm with approximately $2.8 billion in assets under management. “Relationships with clients have become more mutually rewarding, especially when they’re able to describe their why when it comes to investing.”
Console also delivers to advisors a contemporary dashboard that allows them to oversee thousands of client accounts simultaneously, but still maintain the ability to drill down to account level information and performance with ease.
“Risk, taxes and diversification have always been at the heart of portfolio construction, but increasingly, investors are demanding that their portfolios align with their values and they expect tax efficiency and personalization,” said Jim Dilworth, Co-Founder and Managing Partner at Veriti. “Like those that we serve, we believe that the future of financial services will be human. Still, advisors need fingertip access to robust software and tools that will allow them to meet their clients where they are, literally and figuratively. That’s why we’ve created Console.”
To read insights and analysis from Veriti’s leaders on topics and trends impacting institutional and retail investors, please visit Veriti’s Insights page. Those who wish to learn more about Console or want to conduct a fast transition analysis for an established portfolio, please connect with a consultant today.
About Veriti Management
Founded in 2018, Veriti Management LLC (“Veriti”) is built to do good. Veriti’s direct indexing technology offers institutional investors and wealth advisors the ability to personalize investment strategies to align with the values of contemporary investors as well as the potential to capture substantial tax benefits. Veriti provides one key service: low-cost direct indexing of public equities. Veriti’s approach is powerful, versatile, and personalized. For more, visit veritimanagement.com or write nextsteps@veritimanagement.com to request more information.
Veriti is an investment adviser registered with the US Securities and Exchange Commission. Such registration does not imply endorsement, or a certain level of skill or training, and no inference to the contrary should be made. Veriti, its strategies, and further disclosures are described in more detail in Part 2 of Veriti’s current Form ADV, which is available upon request. The strategies and/or investments referenced may not be suitable for all investors because the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Every investment in securities presents the risk of financial loss as well as gain.
About Keel Point
Keel Point is an independent investment advisory firm with approximately $2.8 billion in assets under management that focuses on helping clients to “Invest in their Purpose.” Founded in 2003, Keel Point believes in being a catalyst of change for the industry by nurturing and diversifying the next generation of financial advisors. In addition to its primary focus of serving affluent families, Keel Point works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments, and other institutions. Additionally, the company offers a full suite of outsourced CIO and investment consulting services to advisory firms through Keel Point Asset Management (KPAM). With offices in Washington, DC; Nashville and Chattanooga, Tennessee; Birmingham and Huntsville, Alabama; Kansas City, Kansas; and Greenville, North Carolina, Keel Point is invested in the communities as well as the families it serves. For more, please visit keelpoint.com.
Keel Point and Veriti are not affiliated entities. Keel Point engages Veriti to provide client advisory services and received no compensation, directly or indirectly, in exchange for providing the statement in this article.
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