Prebuilt model portfolios for advisors
Choose from prebuilt portfolios across asset classes, risk levels and time horizons, including strategies from partners such as Nasdaq Dorsey Wright, and assign them to client accounts in a few clicks.
A Closer Look
Save weeks of research. Deploy a model in a few clicks.
Prebuilt models for every goal, from short-term tactical strategies to long-term growth.
Multiple asset classes
Equity, fixed income, alternatives and multi-asset blends, ready out of the box.
Flexible time horizons
Short-term tactical strategies and long-term strategic models in one library.
Combine models freely
Blend two or more models into a portfolio tailored to each client.
Rebalancing built in
Every model is monitored and rebalanced according to its own rules.
01
Browse the model library
Filter by asset class, risk level, time horizon and methodology to find models that fit each client.
02
Review the methodology
Every model comes with a plain-language description of its rules, holdings and rebalancing approach.
03
Assign to client accounts
Deploy a model to one account or a whole client segment, and set client-level restrictions.
04
Monitor automatically
Surmount tracks drift and rebalances each account according to the model's rules, and every trade is logged.
Security & Compliance
Built for RIA vendor due diligence
The questions your compliance review will ask, answered in one place.
AES-256 Encrypted
SEC-Registered Advisory
FINRA/SIPC Custody
