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TECHNOLOGY PROVIDERS Portfolio Management, Accounting and Performance Reporting
LEAFHOUSE
reallocateIT API-based Software
reallocateIT™: API based software that delivers custom managed accounts for retirement plan investors. This is a low-cost managed account technology that brings personalization to the masses with no human interaction. - Automated system for selecting fund allocations (input include age, risk, funds, and score system) - Automated system for rebalancing - Capable of generating over 25 custom portfolios per second with up to 30 data points utilized - Approximately 3 million people can be reallocated per day - Utilizes plan’s existing investment lineup managed by the advisor - The price is up to 10 times lower than other solutions The automated system and an automated method creates a personalized distribution of funds in order to optimize returns of a managed investment account of an investor.
LeafHouse is an experienced, national discretionary investment manager and consultant for the retirement plan industry. LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, managed account programs and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to modernize technologies, increase communication, and improve data insights in order for industry leaders to drive change tomorrow. LeafHouse has a vision to transform systems and build new paradigms to make people’s financial lives better.
228 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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