Engines serve your purposes.
They push when you want to push.
They pull when you want to pull.
They do the hard work.
ADVISABLE WEALTH ENGINES
Our Name Tells Our Story
Advisable
To be truly “Advisable” requires experience, smarts, insights, and common sense. Each member of our senior leadership team has deep experience in investing, FinTech, marketing, operations, software development, and deployment.
Our experience tells us to listen first. Our smarts come up with both creative and practical solutions. Our insights identify the insider’s view. Our common sense finds the clean, simple approach.
Wealth
For us, Wealth is an outcome arising from a person’s gifts, talents, and persistence. (And, yes, you can add lineage and luck to the list.)
Wealth is not a definer but an enabler. It’s a tool for expanding what a person, family, or institution wants to do and needs to do.
Wealth, left rudderless, whithers away or produces bad consequences. When managed, it fuels security and purpose.
Engines
We produce Engines. Not in the mechanical sense, but with advanced learning algorithms, software development, and top-end domain expertise.
Each of our two Engines (see the profiles below) have specific purposes essential for producing wealth:
- Investment selection and portfolio building and
- Tax efficiency (aka tax alpha).
Engines serve your purposes.
They push when you want to push.
They pull when you want to pull.
They do the hard work.
ADVISABLE WEALTH ENGINES
Our Name Tells Our Story
Advisable
To be truly “Advisable” requires experience, smarts, insights, and common sense. Each member of our senior leadership team has deep experience in investing, FinTech, marketing, operations, software development, and deployment.
Our experience tells us to listen first. Our smarts come up with both creative and practical solutions. Our insights identify the insider’s view. Our common sense finds the clean, simple approach.
Wealth
For us, Wealth is an outcome arising from a person’s gifts, talents, and persistence. (And, yes, you can add lineage and luck to the list.)
Wealth is not a definer but an enabler. It’s a tool for expanding what a person, family, or institution wants to do and needs to do.
Wealth, left rudderless, whithers away or produces bad consequences. When managed, it fuels security and purpose.
Engines
We produce Engines. Not in the mechanical sense, but with advanced learning algorithms, software development, and top-end domain expertise.
Each of our two Engines (see the profiles below) have specific purposes essential for producing wealth:
- Investment selection and portfolio building and
- Tax efficiency (aka tax alpha).
ABILITIES PROVING OUR WORDS
When we speak of “Advisable” having four elements – experience; smarts; insights; common sense – one is a precondition of the others: experience.
Experience transforms intelligence into creativity. Experience reveals circumstances as patterns. Experience raises common sense from intelligence.
Domain Expertise
Sure, domain expertise requires book knowledge. But expertise is valuable to others not in “knowing” but “applying”.
Our expertise is industry: wealth management; investing; insurance.
Our expertise is marketing: brand development; digital marketing campaigns; podcasting.
Our expertise is technical: investment and portfolio analysis; genetic algorithms; software development.
Thought Leadership
Thought leadership is an outcome of domain expertise. A thought leader is first a teacher or explainer and second a persuader. Why? A thought leader wants his or her audience to do something with the knowledge because of a belief in its importance.
Our thought leadership is packaged as whitepapers, e-books, podcasts and blogs.
We cover technical topics from insurance laws and regulations to investment analysis to wealth planning to portfolio building.
Due Diligence
Investment due diligence arrives at the intersection of expertise, process, and capabilities.
We are the workhorse within a unique due diligence cooperative formed to evaluate private placement investments.
Access our due diligence whitepaper here for a comprehensive review of our process.
Algorithms
Honestly, to develop algorithms (“algos”) requires native intelligence. You simply have to be strong in applied mathematics.
An algo’s value is in the results it produces; valuable results are 100% a function of understanding the desired income.
We use algos for a variety of processing challenges, but we’re especially proud of our pioneering role in developing genetic, learning algorithms for portfolio building.
Marketing Execution
Turning thoughts and technology into businesses is a function of listening for the need and then connecting buyers with sellers.
Once the need is clearly understood, communication takes over; for Advisable, this is digital execution. Instead of armies of salespeople, digital wholesaling gets solutions into the marketplace without massive overhead or buyer hassle.
We’re a digital wholesaling company with top-end abilities in podcasting, branding, and content development.
Software Development
In the digital age, software development is what factories were in the industrial age.
Top-end software has three key elements: 1) logic that accurately expresses a business need, 2) data architecture that is both scalable and secured, and 3) a user experience that gets results with minimal hassle.
We own all our intellectual property (“IP”). Since 2009, our Cairo Development Center has developed substantial wealth-management applications on both a custom contracting and proprietary basis.
Domain Expertise
Sure, domain expertise requires book knowledge. But expertise is valuable to others not in “knowing” but “applying”.
Our expertise is industry: wealth management; investing; insurance.
Our expertise is marketing: brand development; digital marketing campaigns; podcasting.
Our expertise is technical: investment and portfolio analysis; genetic algorithms; software development.
Thought Leadership
Thought leadership is an outcome of domain expertise. A thought leader is first a teacher or explainer and second a persuader. Why? A thought leader wants his or her audience to do something with the knowledge because of a belief in its importance.
Our thought leadership is packaged as whitepapers, e-books, podcasts and blogs.
We cover technical topics from insurance laws and regulations to investment analysis to wealth planning to portfolio building.
Due Diligence
Investment due diligence arrives at the intersection of expertise, process, and capabilities.
We are the workhorse within a unique due diligence cooperative formed to evaluate private placement investments.
Access our due diligence whitepaper here for a comprehensive review of our process.
Algorithms
Honestly, to develop algorithms (“algos”) requires native intelligence. You simply have to be strong in applied mathematics.
An algo’s value is in the results it produces; valuable results are 100% a function of understanding the desired income.
We use algos for a variety of processing challenges, but we’re especially proud of our pioneering role in developing genetic, learning algorithms for portfolio building.
Marketing Execution
Turning thoughts and technology into businesses is a function of listening for the need and then connecting buyers with sellers.
Once the need is clearly understood, communication takes over; for Advisable, this is digital execution. Instead of armies of salespeople, digital wholesaling gets solutions into the marketplace without massive overhead or buyer hassle.
We’re a digital wholesaling company with top-end abilities in podcasting, branding, and content development.
Software Development
In the digital age, software development is what factories were in the industrial age.
Top-end software has three key elements: 1) logic that accurately expresses a business need, 2) data architecture that is both scalable and secured, and 3) a user experience that gets results with minimal hassle.
We own all our intellectual property (“IP”). Since 2009, our Cairo Development Center has developed substantial wealth-management applications on both a custom contracting and proprietary basis.
WEALTH ENGINES AT WORK
Advitalize is a Turnkey Asset Management Platform (TAMP) that is an independent investment advisor’s profit engine: grow revenues while doing so with lower costs resulting in higher profits. Higher profits lead to a firm of greater value.
The target advisory firm has <$100M in AUM and the vast bulk of clients with <$1M.
An advisory firm’s core functions – investing; operations; marketing – are built with Advitalize’s proprietary investing technology along with its “Done-for-You” marketing and operations solutions. The firm gains “big brand” services but with a marketing system designed to establish expert authority in a local market.
Each advisory firm becomes an Advitalize equity owner at no cost (with 5-year vesting). Our objective is to create an active and energetic community where service suggestions improve functions while also increasing Advitalize’s value for collective benefit.
Vertical Markets:
(Click Labels Below to Access)
Investor Relations Officers
Portfolio Managers and Analysts
Factor Investing
InvestIn answers every investor’s key question, “What to Invest In?” With its proprietary algorithms that identify investments most likely to continue in the future what due diligence discovered in the past, InvestIn transforms investment selection. InvestIn covers 50,000+ stocks, bonds, mutual funds, ETFs, and hedge funds and provides the broadest set of Factors (quantitative; fundamental; ESG) and time periods (including market, economic, and trading).
Any set of investments in a results table can be assembled into a portfolio. Like what you see? Then save the portfolio as a sleeve and it becomes an investable product alongside all other products. Naming it elevates this custom investment assembly to a proprietary, branded solution.
Your selected investments, including sleeves, can then be optimized to investment objectives (e.g. conservative; balanced; aggressive; your custom approach) and compared side by side. This remarkable tool illustrates how the same set of investments can have a different risk/return profile when optimized using smart algorithms.
Each investment and portfolio comes with a fully-featured, high-end package of quantitative and qualitative analysis.
As a fixed cost of $6,000 per year, no other tool offers InvestIn’s ROI, especially with growing AUM.
LEAD. WORK. RESULTS.
Mission Builders: Advisable’s Executive Team
“The reward for me in personally investing and operating a FinTech company is using technology to transform complex concepts into insights that are applied to improve the investing experience.”
- National leader in advisor technology, practice management, and insurance applications
- 30+ years working with HNW investors and family offices
- Founder of multiple FinTech companies
- CIO for both traditional and alternative firms
- CMO in insurance industry and venture capital
- Lead author and editor of “The PPLI Solution” (John Wiley & Sons)
- Harvard Business School (MBA); University of Colorado, Boulder (BS)
“I’m trained as an electrical engineer, and I approach investing with the same mindset: How can forces be harnessed to power investment understanding and build stronger portfolios for an improved investing experience more able in accomplishing an objective.”
- CFA charter holder and leadership positions in CFA Institute
- Founder of two FinTech companies
- Internationally-recognized investing algorithm developer
- Advanced analytics and software development
- Hedge fund and PE investment strategist
- Lead FinTech investor through VC firms
-
Cairo University; Electrical, Electronics and Communications Engineering (B.Sc.)
WE WANT TO HEAR FROM YOU!
