+ Direct Indexing + Goal-Based SMAs + Tax Loss Harvesting All under one roof, connected directly to your custodian.
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Dynamic Portfolio Construction
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Personalized SMA Creation
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Automated Tax Loss Harvesting
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Frequently Asked Questions
Why Wallace?
Wallace was developed as full-service infrastructure for finance professionals who want cutting edge allocations, direct indexing, tax loss harvesting, SMA management, and more in a simple, streamlined solution. We make it easy to integrate with your custodian and deliver a bespoke experience for your clients. Lose the multiple vendors who deliver sub-par results, high fees, and bolted together framework. Wallace delivers the most powerful solution in a simple interface at a price guaranteed to beat the competition.
How is Wallace Regulated?
Wallace is an SEC Registered Investment Advisory (RIA). We offer a retail-investing mobile application for direct indexing, research, and testing at a goal-based level for even the most casual investor. We licenses our software and white-label our platform on a bespoke basis to RIAs, CFPs and more while maintaining a fully compliant structure. Our software and services are end-to-end encrypted while providing modularity to swap out custodians, KYC providers, third-party research tools, and more.
How can I contact Wallace?
You can email us for all inquiries, support and feedback at support@wallacefinance.io
How much does Wallace cost?
Wallace for Advisors operates on two tiers: Growth and Enterprise. Growth: RIAs ranging from $100M to $1B. Wallace charges $2,500/month for platform access, up to 10 advisors, and 0.20% of AUM on our platform. Enterprise: RIAs at $1B+ or with 10+ advisors. We charge $7,500/month for platform access with unlimited advisors, and 0.15% of AUM on our platform.
What services does Wallace offer?
Wallace services are built around three main pillars: a tax-aware portfolio engine, SMA customization and personlization, and goal-based wealth management. We combine cutting-edge tax loss harvesting with thematic, exclusionary, and tilt-allocated SMAs, under a goal-based allocation and execution system. All dynamic plugged in to your custodian, so no need to switch providers. Wallace provdies a simple toggle format for these services, as well as a patent-pending AI allocation engine so you can turn any client idea into a custom index, tax-aware SMA in seconds.
Transform your client's experience.
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Tax-aware portfolio engines
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Customization & Personalization
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Goal-Based Wealth Management
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