Automated Personalized Portfolio™

Technology Enabled Asset Management™ (TEAM)

People are unique.
Their portfolios should be, too.

LeafHouse makes it easy to invest:

  • By using the advisor retirement plan fund lineup, LeafHouse integrates technology, investment acumen, and industry knowledge to provide an investment design that is personalized to each person’s situation. Ongoing monitoring of the account helps to ensure that investments are personalized to the individual’s circumstances. When things change, we reallocate.

This is a tailored experience that reflects the personalized strategy of every employee which results in higher savings rates and more retirement income. We call this patent pending technology reallocateIT™.

  • LeafHouse technology facilitates nearly an infinite number of individual portfolios that are possible to cover everyone’s unique investment needs.

  • The price is up to 10 times lower than other solutions

  • LeafHouse can also serve as a fiduciary to different personalized managed account options when desired

  • Offers a lower cost of personalization while increasing automation

Automated Personalized Portfolio™ (APP) technology represents the evolutionary step beyond conventional managed account offerings.  

 

Key APP partners:

  • Annexus Retirement Solutions

  • BlackRock

  • Dimensional Fund Advisors

  • Fi360

  • Franklin Templeton

  • iJoin

  • Qualified Plan Advisors

  • Retirement Plan Advisors

 

If you are an advisory firm, an asset manager, a recordkeeper, or a broker dealer, talk to us today about developing your own special version of an Automated Personalized Portfolio™.

reallocateIT™: API based software that delivers Automated Personalized Portfolio™ technology to retirement plan investors. This is a low-cost 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

  • Cost effective

The automated system and an automated method creates a personalized distribution of funds in order to optimize returns of an investor.

There is a historical reluctance to adopt managed accounts because of the perception that they cost too much and lack superior technology. This portfolio management technology solves both problems.

The purpose of the Automated Personalized Portfolio™ (APP) technology is to create a personalized portfolio for every investor at a reasonable cost and fostering widespread adoption.