Asset Dedication

IT Asset Management Software

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

This website offers turnkey asset management services for financial planners, focusing on aligning investments with clients' financial plans. It provides customized strategies, advanced technology solutions, and a range of investment options to help clients achieve their financial goals efficiently.

Asset Dedication can be found in IT Asset Management Software categories.

The most similar products to Asset Dedication are:

Ziggma Promoted → Pepper → PCS → SS&C Advent →

Screenshots

Details

Asset Dedication Main Features

• Cash Monitoring
  We keep an eye on cash levels in accounts and take action based on set rules.
• Holistic Trading
  We aim to reduce trading costs by managing all accounts together.
• Academic Approach
  Our investment strategy is based on research and aims to help everyday investors.
• Lifetime Investing
  We show clients how their investments have performed over time to help them understand their portfolio.
• Low-cost Securities
  We use low-cost funds and individual securities to save clients money on fees.
• Principal Protection
  We look for safe investments to protect clients' money from rising interest rates.
• Tactical Rebalancing
  We use smart strategies to rebalance portfolios without incurring high costs.
• Back Office Solutions
  Every managed account gets free technology services like billing and reporting.
• Customized Strategies
  We create investment plans that fit each client's specific financial needs.
• Growth Time Targeting
  We use special algorithms to help clients reach their financial goals over time.
• Intelligent Laddering
  We find the right income investments, like bonds and CDs, to help clients meet future spending needs.
• Bond Downgrade Tracking
  If a bond's rating goes down, we inform you and give advice on what to do.
• Tax Aware Asset Location
  We place investments in the best accounts to reduce taxes for clients.
• Tax Efficient Fund Usage
  We try to lower clients' taxes by using the best tax-efficient funds available.
• Turnkey Asset Management
  We help financial planners manage investments and handle reporting, billing, and client portals.
• Capital Gains Sensitivity
  We keep track of clients' older investments until they are ready to sell them.
• Transaction Fee Minimization
  We find ways to avoid extra fees when buying funds for clients.

Verified Badge

<a href="https://saasbrowser.com/en/saas/634015/asset-dedication" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/fdcoi9a3m23qny562xxqmmrir6ae" alt="Asset Dedication - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/634015/asset-dedication" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/vq8e3e8apwfkhsew47r4qtrsdsew" alt="Asset Dedication - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

Asset Dedication Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

Pepper

This website offers a digital platform designed to help asset managers effect...

PCS

This website offers a range of services for asset managers, private bankers, ...

SS&C Advent

This platform provides comprehensive financial technology and services design...

Technologies Used

View All Technologies