Wealthdoor Model Portfolios

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What sets Wealthdoor's Model Portfolios apart?

Thematic

Portfolios

Our portfolios are based on key investment themes, using in-depth research into market and economic trends, which helps target growth opportunities aligned with long-term investment goals.

Multi-Asset Class Diversification

Our portfolios include equities, fixed income, ETFs, and crypto, offering a well-balanced mix. This diversification reduces risk while optimizing returns across varying market conditions.

Delivered as a Service

Access our Model Portfolios through our intuitive portfolio builder app. Easily customize, track, and adjust portfolios in real-time, simplifying management for financial professionals and clients.

Wealthdoor
Model Portfolios

Are Your Portfolios Ready for the Future?

Is your portfolio aligned to the investment goals and horizon of your investors?

Is your portfolio structured efficiently to avoid unnecessary expenses?

Is your portfolio being regularly rebalanced to maintain alignment with your investors' goals and changing market conditions?

Are you recommending a portfolio that’s diversified to minimize market risks?

Are you fully aware of hidden costs in the portfolios you recommend?

Are you taking unnecessary risks with your fixed income investments?

Supporting Your Investors
at Every Stage

Our Model Portfolios are designed to support your investors through every stage of their financial journey. From initial risk profiling and portfolio recommendations to ongoing rebalancing triggered by market changes or tax considerations, we ensure portfolios remain aligned with investor goals. With automated updates, tax harvesting, and performance reporting, our portfolios evolve with the market and your clients’ needs, providing a seamless, full-lifecycle investment solution.

Risk Profiling

Begin by assessing each investor’s risk tolerance and financial goals, ensuring that portfolio recommendations are aligned with their individual preferences and risk appetite.

Portfolio Recommendations

Based on the risk profile, we offer tailored portfolio options that match investor needs, whether focused on growth, income, or capital preservation.

Rebalancing

Regular rebalancing keeps portfolios on track, triggered by events like market changes, drawdowns, or regulatory updates, ensuring continued alignment with goals.

Tailored to Your Enterprise

Our Model Portfolios are designed to be fully customizable, allowing enterprises to adapt them to their specific investment philosophies and client needs. Whether you prioritize certain asset classes, risk levels, or investment themes, our portfolios can be tailored to reflect your firm's unique preferences.

Firms have the flexibility to decide which assets or strategies to include or exclude, ensuring that the portfolios align with their own investment approach and client recommendations. This customization empowers your business to offer personalized solutions, maintaining consistency with your brand values while delivering optimal outcomes for your clients.

Are you Ready to Align your Portfolios with Investor Goals?

Schedule a Meeting

Seamless Portfolio Creation & Management

Our proprietary portfolio builder app delivers Model Portfolios as-a-service, offering an intuitive, tech-powered solution for portfolio creation and management. This app is designed to simplify complex tasks, allowing financial professionals to efficiently build, customize, and track portfolios with ease.

User-Friendly Interface

The app's interface is straightforward and intuitive, enabling financial professionals to quickly navigate through the platform, create portfolios, and make adjustments with minimal effort.

Real-Time Tracking

Track portfolio performance in real time, ensuring you're always informed and able to make timely adjustments in response to market fluctuations or client needs.

Customization Flexibility

Tailor portfolios to suit specific client goals, preferences, and risk profiles. Easily modify asset allocations, add or exclude investment options, and adjust other factors to meet evolving needs.

Efficient Rebalancing

Rebalance portfolios seamlessly with just a few clicks. Whether responding to market events, performance changes, or client preferences, the app ensures portfolios stay aligned with investment goals.

Comprehensive Access

Gain access to a wide array of Model Portfolios designed for various risk levels and investment objectives. Whether for long-term growth or capital preservation, you’ll find portfolios suited to diverse client needs.

Tech-Powered Simplicity

The app leverages advanced technology to automate tasks and provide data-driven insights, making portfolio management simple, efficient, and effective. By reducing manual work, you can focus on delivering exceptional service and advice.