Overlay helps you automate portfolio management tasks, freeing up time to strengthen the relationships with existing clients and further grow your business.
Overlay brings you all the benefits of a roboadvisor, with none of the restrictions or opinions.
Don't let your clients literally leave money on the table. Overlay identifies assets that are at a loss, suggests similar assets, and prevents wash sales. With zero effort.
Make sure that your clients’ portfolios are always within the desired allocation. Overlay monitors all portfolios 24/7 and suggests the most tax-efficient trades for rebalancing, only when needed.
Overlay helps you have more touch points with your clients, leading to increased client satisfaction and retention.
Each time you execute recommended trades, we generate a well-crafted email you can send to your client. This helps you communicate the value you bring and keeps your client up-to-date.
Increase touch points with existing clients and prospects with our email templates for every occasion. Remind your clients to roll over their 401(k), deposit more assets during bear markets, and others.
Great tools at an even greater price
Many of our customers are entrepreneurs, just starting out their practice. That's why we price our product like a partner, not a vendor.
For advisors that are just starting their practice and are focusing on growing their business.
Up to 100 client accounts
Support for only ETF portfolios
For advisors with a growing practice or with clients with specific needs.
Unlimited client accounts
Support for ETF, stock, and mutual fund portfolios
Full strategy customization
Let us show you the power of Overlay and how it can help you grow your business.
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