New Choices in Performance Reporting or Portfolio Rebalancing Software

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Once only available with the full Minuteman Advisor Services platform, an online ETF management program with a fully-automated and patent-pending portfolio rebalancing system, advisors now have the option of licensing just the aggregated reporting program for a flat monthly fee. This software lets advisors create reports reflecting a client's complete portfolio, whether assets are managed by the advisor or held in outside accounts such as a 401(k) or annuity contract. A version of the portfolio rebalancing program can now be licensed separately from the full platform for a flat monthly fee, as well.

Every advisory firm has unique needs when it comes to the way they serve their clients, so having the right software tools to meet those needs is extremely important. Minuteman Advisor Services from MDL Associates is continuing its tradition of serving the technology needs of passive asset managers, with two new "stand-alone" software options for advisors.

The Minuteman Advisor Services Platform is a robust, highly efficient ETF portfolio management platform for investment advisors, which includes a consolidated portfolio performance reporting at no extra charge. However, some firms may not want a complete platform: they just need to fill "gaps" in their office technology. For these advisors, being able to pick and choose which programs they license is a huge advantage and often a great cost savings.

Either of the new software options can be licensed for a flat monthly fee. Using the stand-alone aggregated reporting software, advisors will be able to easily input and store holdings data for each client's complete investment portfolio, whether their assets are managed by the advisor or held in outside accounts such as a 401(k) or annuity contract. Reports are customized with the firm's logo at no additional charge. The stand-alone option for Minuteman's portfolio rebalancing software is a version that calculates holdings and prices, generating a report of required trades that can then be transmitted to a broker or custodian. The fully-automated version, which executes the needed trades automatically via a direct computer interface, is only available in the complete Minuteman Advisor Services Platform.

MDL's mission for Minuteman Advisor Services is to supply efficient, cost effective portfolio management tools to passive investment managers - especially advisors using ETFs instead of mutual funds.

The Minuteman web site at provides software details, demos and sample reports.

Mitch Maynard, Minuteman Division
MDL Associates, LLC
866-764-8880 x1

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