For advisors & RIAs

Offer systematic strategies without building the engine yourself.

Our models for your clients. Our technology for your team. We handle the investment management, so you can win more clients and keep them.

Request advisor access See how it works
Custody & execution
Two ways to grow your firm

The portfolio and the pipeline. We help with both.

RIAs grow through the investments they offer and through the clients they win. Massari takes on the first so your team has the time and the story for the second.

01 · The portfolio

Differentiated strategies, without building them.

The challenge

Portfolios built on off-the-shelf ETF models and TAMPs can look like everyone else's. Building something different in-house means a research desk and a CIO most firms can't justify.

How Massari helps

Proprietary, rules-based models built to complement the core. Massari handles the active management, the risk management and the positioning as conditions change.

  • No need to reinvent the investment wheel
  • Defined risk rules with ongoing monitoring
  • Held in your clients' accounts at an independent custodian
02 · The pipeline

More time and a sharper story for new clients.

The challenge

When your team is running portfolios, there's little time left to prospect, and an investment story that sounds like every other firm's is hard to win with.

How Massari helps

Massari Intelligence gives you a source-linked research platform to articulate the models, research any company and walk into every meeting with sophisticated, client-ready materials.

  • Your own equity research, in the same platform
  • Proposals, strategy reports and client reviews
  • Time back for distribution and relationships

And keeping clients protects both. Explainable strategies and clear reporting help clients understand what they own and why, in good markets and hard ones.

The Massari approach

Everything you'd otherwise build. In one partnership.

Building it yourself

Differentiated strategies usually mean a research desk, a CIO hire, research software and hours of proposal work before you meet a single prospect.

With Massari

Proprietary models, a source-linked research platform and client-ready materials, in one Advisor Partner relationship.

Your team focuses on growth

Massari handles the active management, risk management and positioning. You focus on the practice and the relationships. Your clients' assets stay with an independent custodian.

What's included

Everything in the partnership.

Approved Advisor Partners receive the strategies, the platform behind them, and the reporting to explain both.

Proprietary models, ready to implement.

Model portfolios and SMAs, each built around a defined objective, validated with data and executed by algorithms. Massari handles the active management, risk management and positioning, so your firm offers differentiated strategies without building a research desk.

  • Systematic model portfolios
  • Separately managed account strategies
  • Defined strategy objectives
  • Rules-based algorithms
  • Risk framework and monitoring
  • Ongoing strategy updates

A source-linked equity research platform.

Research any public company, review filings and earnings, and trace every figure to its source. It is the same platform Massari uses to research, monitor and explain its own strategies, included for approved partners.

  • Research individual companies
  • Review earnings and transcripts
  • Search SEC filings
  • Trace figures to their sources
  • Analyze financial statements
  • Pull financial data into Excel
  • Use AI and MCP research workflows
  • Create reports and proposals

See what changed, and why.

Monitor approved Massari models alongside portfolio and household exposure, so you walk into every review already knowing the story.

  • Monitor approved Massari models
  • Portfolio and household exposure
  • Concentration and risk analysis
  • Allocation changes
  • Behavior across market environments
  • Preparation for client conversations

A sharper presentation, in every meeting.

Proposals, strategy reports and client reviews built from the same research, so prospects see a sophisticated solution and clients see what they own and why.

  • Proposal support
  • Strategy reports
  • Portfolio reviews
  • Risk summaries
  • Source-linked research
  • Client discussion materials

Implementation through Interactive Brokers.

Applicable accounts are held at Interactive Brokers, which carries out each trade. Massari manages the strategy and provides the research, monitoring and reporting around it.

  • Custody through Interactive Brokers
  • Trade execution through Interactive Brokers
  • Massari strategy implementation
  • Monitoring and reporting around the relationship

Interfaces shown are illustrative. Approved strategy partners receive access to Massari Intelligence as part of the advisor relationship, subject to the applicable agreement, permissions and usage terms. It is a partner benefit connected to the strategy relationship, not a standalone software offer.

In the client meeting

Clients ask five questions. Massari helps you answer them.

Every Massari strategy is built to be explained. Here is where each answer lives.

  1. What do we own?

    Portfolio intelligence

    Holdings, weights and exposures, at the model and the household level.

  2. Why do we own it?

    Strategy reports

    Each strategy's objective, what it looks for and its themes, backed by source-linked company research.

  3. What changed?

    Monitoring

    Rebalances and rule-driven changes are recorded, so you can walk a client through them.

  4. What risks are we taking?

    Risk summaries

    Concentration, market, model and other risks, summarized in plain language you can share.

  5. How is it monitored?

    Written process

    On an ongoing basis, against defined risk controls and written policies.

How it works

From evaluation to implementation.

Three stages. Each one is documented, and nothing moves to implementation until the required agreements are in place.

  1. 01

    Evaluate

    Tell us about your firm, review the strategies and their methodology, and decide which ones fit which clients.

    • Request advisor access
    • Review strategies and materials
    • Evaluate suitability
  2. 02

    Onboard

    Complete advisor onboarding and the required agreements, then open applicable accounts at Interactive Brokers, our supported custodian.

    • Advisor onboarding
    • Required agreements
    • Account implementation
  3. 03

    Monitor and explain

    Monitor models and household exposure in Massari, and use Massari Intelligence for research, client reviews and proposals.

    • Portfolio monitoring
    • Research and client reviews
    • Quarterly strategy updates
Included support
  • Advisor onboarding
  • Video library
  • Software support tickets
  • Quarterly strategy updates
  • Webinars
Clear roles

A strategy-first alternative to the traditional TAMP.

Massari handles the investment management. Your firm focuses on growth and relationships. An independent custodian holds the assets.

Your firm focuses on

The practice and the relationships.

  • Growing the practice and winning clients
  • Client relationships, planning and advice
  • Deciding which strategies fit which clients
  • Your existing technology stack
Massari handles

The investment management.

  • Active, rules-based portfolio management
  • Risk management and monitoring
  • Positioning as conditions change
  • Research, reporting and client materials
  • Advisor workflow support
Interactive Brokers provides

Custody and trade execution.

  • Custody of client assets
  • Trade execution under the applicable account and authorization structure

Massari is not a custodian, broker-dealer or full-service operating system. Massari does not hold client funds or securities or execute trades directly.

FAQ

Questions advisors ask.

Short answers here. We go deeper when we talk.

Ask us directly
How is Massari different from a traditional TAMP?

We're an investment management firm first. We run systematic strategies and provide the research, monitoring and reporting around them. You keep your existing stack, and Interactive Brokers provides custody and execution. We're not a full-service operating platform.

Do we still need separate research software?

Massari Intelligence covers company research, SEC filings, earnings transcripts, financial statements, source-linked data, Excel workflows and AI research tools. Whether it replaces a tool you use today depends on your workflow; we walk through it with you during evaluation.

Does Massari custody client assets?

Massari never holds client funds or securities. Client assets remain with the applicable custodian; Interactive Brokers provides custody for applicable accounts. Because the custodian deducts our fee with written authorization, Massari is considered to have limited custody.

Does Massari execute trades?

Massari does not execute trades directly. Trade execution occurs through Interactive Brokers under the applicable account and authorization structure.

Do advisors receive access to Massari Intelligence?

Approved Advisor Partners receive access to Massari Intelligence as part of the strategy relationship, subject to the applicable agreement, permissions and usage terms.

Can we use Massari to research individual companies?

Yes. Massari Intelligence supports company research, financial analysis, filings, earnings, source-linked data, Excel workflows, AI access, portfolio analysis and reporting.

Are the strategies discretionary?

Our strategies are systematic and rules-based. Our proprietary AI research engine evaluates large amounts of data and surfaces the opportunities; our team decides which fit each strategy's objective, and approved rules run every live model.

Will Massari meet with our clients?

No. Massari supports your team with materials, reporting and strategy updates; the client relationship stays with you.

What does it cost?

Fees and terms are set out in the applicable agreement. We walk through them during evaluation.

Are returns guaranteed?

No. All investments involve risk, including possible loss of principal. No strategy can guarantee a specific return or outcome.

Let's talk.

Tell us about your firm. If it's a good fit, we'll reply by email to set up a call.

Prefer email? Write to contact@massari.am.

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