We’ll handle it in meticulous detail. And you’ll be free to grow.

 

 

3D’s Managed Account Platform (3DMAP)

Full Back Office

Outsource all aspects of the investment administration process. Account set-up, transfer, admin, trading, billing & reporting.

Investment Flexibility

Customized cash positions and non-model securities; Convenient UMA structure for multiple strategies.

Direct Support

High touch personal support. Meticulous attention to detail.

Transparent Fees

Customizable advisor compensation. Advisory fees paid monthly.

Account Management

White-glove service: Dollar cost averaging, transfer in kind, RMD tracking and alerts & more.

Portal Access

Quick & secure client access to customized account information and reporting; Full advisor access to book of business, reporting engine & document storage.

Easy Onboarding

Simple automated on-boarding. Convenient recordkeeping with Investment Policy Statements.

Comprehensive Reporting

Quarterly performance reporting with custom report options. Reporting at household, account, and sleeve-level UMA.

Custodians

Choice of custodians
Multiple pricing options

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