MoneyBlock Launches Quantly Portfolio Construction and Rebalancing Tools for Independent Investment Advisors and Registered Representatives

Share Article

Independent broker-dealer MoneyBlock and financial technology company Tradespoon have partnered to launch Quantly, a new portfolio construction and rebalancing platform for independent investment advisors and registered representatives. Available directly from the MoneyBlock brokerage platform, the technology uses quantitative algorithms to construct and rebalance stock and ETF portfolios.

“With Quantly, MoneyBlock is at the forefront of the algorithmic-driven portfolio engines,” notes Joe Cusick, MoneyBlock’s VP of Wealth and Asset Management.

Independent broker-dealer MoneyBlock and financial technology company Tradespoon have partnered to launch Quantly, a new portfolio construction and rebalancing platform for independent investment advisors and registered representatives. Available directly from the MoneyBlock platform, the technology uses quantitative algorithms to construct and rebalance stock and ETF portfolios.

Quantly offers multiple portfolio models, and uses a value-based selection methodology to identify potential stock and/or ETF candidates. Quantly continually monitors investment performance and can be set to rebalance portfolios (in alignment with Modern Portfolio Theory) along defined risk profiles and frequencies.

“The robo-advisor model is disrupting the conventional distribution and pricing of investment advice, but it has quickly matured into a vanilla universe of ETF allocation baskets,” notes Tradespoon founder Vlad Karpel. “With Quantly, we’re providing advisors a customizable portfolio creation and rebalancing platform that offers far greater flexibility and asset choices to help investment professionals meet a more complete set of client objectives.”

Advisors can upload existing portfolios, and then task Quantly’s rebalancing algorithm to examine its current asset correlation against user-defined risk tolerances and outlooks. Quantly will then suggest ways to increase efficiency.

Quantly’s point-and-click interface helps advisors quickly automate portfolio rebalancing, frequencies and target objectives. The platform is fully integrated with MoneyBlock’s trade execution engine, allowing advisors to execute and allocate trades directly from Quantly. Advisors and clients can then view positions and portfolio values in real-time on MoneyBlock.com.

“With Quantly, MoneyBlock is at the forefront of the algorithmic-driven portfolio engines,” notes Joe Cusick, MoneyBlock’s VP of Wealth and Asset Management. “Over time, you’ll see these tools become more fully integrated into the MoneyBlock platform for a more seamless, more efficient, feature-rich advisor and client experience.”

For the company’s continued innovations, MoneyBlock was recently nominated for WealthManagement.com’s 2015 Industry Awards in the categories of Technology and Transition Support (for broker-dealers with less than 1,000 advisors).

For more information about MoneyBlock, please visit http://www.moneyblock.com.

About MoneyBlock
MoneyBlock is a Chicago-based financial technology company and independent, online broker-dealer that provides best-in-class financial technology solutions and services to independent investment professionals and their clients, active traders and self-directed investors. Our proprietary technology and flexible business model is uniquely designed to compete in a mature industry undergoing foundational and generational changes. AOS, Inc., does business as MoneyBlock. Member FINRA (http://www.finra.org), SIPC (http://www.sipc.org) and NFA (http://www.nfa.futures.org). Web: http://www.moneyblock.com. Phone: 1-800-591-8243. Email: info(at)moneyblock(dot)com.

About Tradespoon
Tradespoon is a financial technology company developing quant-based stock, ETF, and option research to deliver short- and long-term trading ideas that use a statistical system for use in building, managing and rebalancing investment portfolios. Tradespoon also offers free training and investment education webinars and a virtual trading platform to allow you to practice trading in a risk-free environment. Tradespoon’s founder, Vlad Karpel, is the former Head of Technology at OptionsXpress and combines his team’s expertise in money management and building quantitative trading systems. Mr. Karpel is also an employee of AOS, Inc., which does business as TradingBlock and MoneyBlock. Web: http://www.tradespoon.com. Phone: 1-866-610-7407. Email: info(at)tradespoon(dot)com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Tom Heffernan
MoneyBlock
+1 (312) 253-0428
Email >

Gary Martino
@moneyblock
Follow >
MoneyBlock
Like >
MoneyBlock

Visit website