Hand off the fiduciary and operational work to 3DMAP.
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.
Customized cash positions and non-model securities; Convenient UMA structure for multiple strategies.
High touch personal support. Meticulous attention to detail.
Customizable advisor compensation. Advisory fees paid monthly.
White-glove service: Dollar cost averaging, transfer in kind, RMD tracking and alerts & more.
Quick & secure client access to customized account information and reporting; Full advisor access to book of business, reporting engine & document storage.
Simple automated on-boarding. Convenient recordkeeping with Investment Policy Statements.
Quarterly performance reporting with custom report options. Reporting at household, account, and sleeve-level UMA.
Choice of custodians
Multiple pricing options