Elevate your RIA's investment process with a powerful platform that combines precision screening, advanced optimization, and rigorous backtesting.
Unlock superior investment outcomes for your clients with these key capabilities
About Us
PortfolioArchitect is dedicated to empowering RIAs with innovative technology, fostering strong partnerships, and enabling exceptional client outcomes.
- Innovation at Our Core: We continuously develop cutting-edge solutions to simplify complex investment strategies.
- Partnerships That Thrive: We believe in building strong, collaborative relationships with our RIA clients.
- Client Success Driven: We are committed to providing the resources and support needed to achieve superior client outcomes.
Our team comprises experienced technologists and financial professionals who understand the evolving needs of the RIA community. We are passionate about creating tools that enhance efficiency, drive performance, and build confidence. By focusing on user-centric design and data-driven insights, we strive to be the trusted technology partner that empowers RIAs to navigate the complexities of modern portfolio management and deliver exceptional value to their clients.
Learn More-
01 Robust Security Screening
Quickly filter and analyze securities based on your specific criteria, ensuring your portfolio aligns with your client's risk tolerance and investment goals.
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02 Advanced Portfolio Optimization
Construct optimized portfolios using a variety of methods, including mean-variance, max sharpe, min volatility, targeted return, beta, and more, to maximize returns and manage risk effectively.
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03 Comprehensive Backtesting Capabilities
Validate your investment strategies with historical data, providing valuable insights and confidence in your portfolio construction decisions.
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Services
Build high-performing portfolios, optimize for success, and deliver exceptional value to your clients with our advanced platform
Precision Screening
Quickly filter and analyze securities based on your specific criteria to align with client goals
Advanced Optimization
Construct optimized portfolios using diverse methods to maximize returns and manage risk effectively.
Rigorous Backtesting
Validate your strategies with historical data to gain confidence in your portfolio construction decisions
Strategic Asset Allocation
Develop and implement strategic asset allocation models, and analyze client portfolios for alignment and performance
Get Started
Ready to transform your portfolio management process? Start your free trial today and experience the power of our platform
Portfolio
Empower your RIA to build better portfolios and deliver exceptional client outcomes. Explore key features through these illustrative screenshots
- All
- Screener
- Portfolio
- Asset Allocation
- Anlytics
Screener 1
Screener
Asset Allocation 1
Asset Allocation
Screener 2
Screener
Portfolio 1
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Portfolio 2
Portfolio
Portfolio 3
Portfolio
Portfolio 4
Portfolio
Analytics 1
Analytics
Analytics 2
Analytics
Analytics 3
Analytics
Analytics 4
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Analytics 5
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Analytics 6
Analytics
Team
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Edward (Ted) Potter
Co-founder and Managing PartnerTed is a seasoned industry veteran with over 30 years of experience in leading distribution businesses across global markets
Rajeev Nedunuri
Co-founder and Managing PartnerRajeev brings deep expertise in portfolio construction, quantitative methods, and AI/ML applications within the financial domain
Pricing
Maximize your ROI with a pricing plan that best suits your needs and unlocks the full potential of your RIA. Explore our flexible options, including a free trial to experience the power of our platform
Free Plan
$0per month
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Basic Plan
$29per month
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Advanced Plan
$49per month
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Unlimited Plan
$99per month
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Frequently Asked Questions
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Contact
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