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.

  • 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

Register to Access 3DMAP

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3D Asset Management, Inc.
100 Constitution Plaza, Suite 700
Hartford, CT 06103
Tel: 860.291.1998