Multi-Custodial Accessibility: Seamlessly integrates with major custodial platforms, including Schwab, Fidelity, RBC, and more.

Simplified Account Management: Eliminates the need for creating new accounts, unlike traditional SMAs

Enhanced Scalability: Enables advisors to scale their usage of structured notes across multiple client portfolios efficiently.

Streamlined Investment Process: Makes investing as simple as a few clicks of a button

Simplified Reporting: Consolidates structured notes into sleeves, making performance tracking and reporting more intuitive and user-friendly.