Advisors

HOW IT WORKS

It should not be a Rubik's cube experience consuming your own model or a third party model. Good investment models should be coupled with efficient technology to leverage them. Bob believes it should be as easy as one, two, three, and four.

STEP 1

You Create & Configure a Smart Fund

STEP 2

You Choose Predefined Custom or Third Party Models

STEP 3

You Add Qualified Clients

STEP 4

You Launch the Smart Fund and Let Bob Facilitate

WHY YOU SHOULD
CHOOSE BOB

The way Bob makes it easier is by simplifying the approach to model and client management. Clients' investment ability should be managed separately from models. Understanding the investment cost of the model and who has the ability to participate makes model management much more efficient.

MODEL CONSUMPTION AND MANAGEMENT, AS TOLD BY BOB

ACCESS

Do you have your own custom models or use third party models? No problem. Bob centralizes all models for you to easily combine them together for one investing experience to create Smart Funds. That’s right! One Smart Fund that groups a combination of models to create a well-diversified portfolio consistent with your clients' investment goals.

ANALYZE

No more manually analyzing clients' current positions to see who has the funds to participate in the investment. Leave it to Bob. Bob allows you to monitor your clients' positions and buying power in real-time. No need to check individual client's accounts before allocating them to a Smart Fund, Bob will let you know which clients have sufficient cash to buy-in. All you have to do is select the desired clients for the given Smart Fund.

CONSUME

Once you have selected clients for each Smart Fund, Bob’s patented technology will show its value. Bob executes all current and ongoing trading signals provided by your custom models and any third party model included in the Smart Fund. Yes, that’s right, he will trade, rebalance, and allocate each time he receives a signal for
any model in the Smart Fund automatically.

AUDIT

Bob will monitor the usage of all models included in the Smart Fund. If you choose to use third-party models with a fee attached, Bob calculates its usage fee daily to ensure you only pay for what you use.

BILL

No more concerns about billing from multiple third-party model providers. Bob consolidates all the billing demands into one single invoice.

PAYMENTS

One invoice, one payment. Bob fees are based on how much he facilitates through automation then combined with your total model usage fees accumulated from third party models. If you only use your own models, there is no model fee.

Want to see how Bob makes client and model management more efficient for your firm?

FAQ

faq-heading

If you add a new client to Smart Fund, Bob automatically deploys that client to the market after you confirm you want to add the client to the fund.