For Financial Advisors
10x Your Strategies. Not Your Overhead.
Offer clients institutional-grade, AI-powered strategies that you build and manage — without the infrastructure costs. We handle the tech.
How It Works for Advisors
You grow your client base. We handle the rest — setup, infrastructure, reporting, and compliance workflows.
Onboard Your Clients
We handle account setup, brokerage integrations, and compliance — your clients are live in under 48 hours. You focus on the relationship.
You Build Their Strategies
Use AI to research, build, and backtest strategies tailored to each client’s goals and risk profile. No coding required — describe it in plain English.
Deploy & Manage
Deploy strategies across client accounts from your dashboard. Monitor performance, adjust parameters, and manage risk — all in one place.
Manage Relationships, Not Operations
Automated reporting, audit trails, compliance docs, portfolio reviews, and rebalancing alerts — we handle the operations so you can focus on growing your client base.
Your Command Center
One dashboard for every client. Every strategy. Every trade. Real-time.
Total Client AUM
$2,355,000
Clients
4
Strategies
14
Your Revenue
$4,710/mo
AUM
$420,000
Return
+18.4%
Strategies
3 active
Risk
Moderate
AUM
$1,200,000
Return
+24.1%
Strategies
5 active
Risk
Aggressive
AUM
$85,000
Return
+12.7%
Strategies
2 active
Risk
Conservative
AUM
$650,000
Return
+21.3%
Strategies
4 active
Risk
Moderate
Fees That Shrink As You Scale
The more AUM you bring, the lower the platform fee. Transparent pricing that rewards growth.
$10M+ AUM
0.50%
Platform Fee
$50M+ AUM
0.35%
Platform Fee
$100M+ AUM
0.20%
Platform Fee
Example: You manage $50M AUM on Amaltash. At the 0.35% tier, the annual platform fee is $175,000 — less than half what a traditional custodian charges.
Compliance-First. Always.
You hold the fiduciary duty. We give you the tools to meet it. Every feature designed to make your compliance effortless.
Client-Ready Reports
Branded performance reports with strategy breakdowns, risk metrics, and trade history — ready to share with clients quarterly or on-demand.
Full Audit Trail
Every trade, every signal, every decision logged with timestamps. Immutable records for regulatory reviews and client inquiries.
Performance Analytics
Detailed attribution analysis, benchmark comparisons, drawdown reports, and risk-adjusted returns — the data your compliance team needs.
Regulatory Documentation
Strategy documentation, fee transparency reports, and trade logs formatted for SEC and state-level regulatory requirements.
Live in 48 Hours
No technical setup required. We handle everything so you can focus on your clients.
We Handle Setup
Account setup, brokerage integrations, and compliance — we take care of it all. Your clients are live in under 48 hours.
White-Label Ready
Client-facing reports carry your branding. Your clients see you as the advisor, Amaltash powers the backend.
Dedicated Support
Every advisor partner gets a dedicated account manager for onboarding, strategy questions, and client escalations.
Built for Advisors Like You
How advisors are using Amaltash to grow their practice.
“Amaltash let me focus on my clients, not on infrastructure.”
An independent RIA managing $25M across 45 clients wanted to offer AI-driven strategies but lacked the technical team. After signing up with Amaltash, they were fully onboarded in under 48 hours — accounts, brokerage integrations, and compliance all handled. Within the first week, they used AI to build 12 custom strategies tailored to each client’s risk profile and investment goals, and deployed them across all accounts from a single dashboard.
45
Clients Onboarded
$25M
Total AUM
48hrs
Time to Go Live
12
Custom Strategies
Frequently Asked Questions
Common questions from advisors considering a partnership.
Yes — transparency is core to our model. Clients know Amaltash powers the AI strategies, but your branding is front and center on all reports and communications. You remain their primary advisor relationship.
You do. As the advisor building and deploying strategies for your clients, you maintain fiduciary responsibility for investment decisions. Amaltash provides the technology platform — AI strategy building, backtesting, execution infrastructure, and reporting — but you're the one making the calls.
Absolutely. Each client can have different strategies based on their risk tolerance, investment goals, and asset preferences. You can also set per-client risk limits and allocation constraints from your dashboard.
Clients can withdraw at any time with no lock-ins. Your revenue share adjusts based on active AUM. There are no clawbacks on previously earned commissions.
No minimums. You can start with a single client referral. The revenue share tiers are based on total referred AUM, not client count.
Monthly payouts via ACH. You receive a detailed statement showing per-client AUM, platform fees collected, and your revenue share. Full transparency on every dollar.
Grow Your Practice. We’ll Power the Investments.
Zero technical overhead. Fiduciary-grade infrastructure. AI-powered strategies for every client.
Onboard in 48 hours. We handle setup, compliance, and reporting.