AdvicePeriod Headquartered in Los Angeles, CA with 13 locations across the US Description: Comprehensive wealth management firm AUM: $3.5 billion AUA: $30 billion Implementation Year: 2015 BACKGROUND: — Founded as a new approach to building a modern, technologyforward, wealth management firm — Looking to grow by adding advisors to the AdvicePeriod network — Seeking a fully integrated tech stack including a client-centric rebalancer BENEFITS: — Centralized, core performance reporting, portfolio management, and rebalancing system manages a growing multi-office business — Enhanced productivity through a tightly integrated solution — Client-centric, scalable rebalancer accounts for and manages personalized needs such as capital gains avoidance and tax loss harvesting bla

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