Connect with us

Technology

Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

Published

1 year ago

on

The future of Unified Household Management is now available to RIAsAutomate the labor-intensive task of portfolio construction and managementEnables goal based portfolio optimization through NDVR’s Plan Optimized Portfolios™

BOSTON, Feb. 28, 2024 /PRNewswire/ — NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has launched a new version of the NDVR Portfolio Lab™ that dramatically improves advisor efficiency and client expected outcomes.

The updated Portfolio Lab is a significant step forward in the asset management industry, enabling the creation of a hyper-personalized investment strategy and asset allocation for each client, while optimizing for their unique (and ever-evolving) circumstances, goals, and requirements with outcome forecasting – all at a scale not previously possible. Most importantly, though, this work can all be done in a matter of minutes rather than the hours or even days it has historically taken advisors.

“We assembled a team of Ph.D.s, financial service veterans, and tech innovators to make the advanced portfolio construction capabilities of a sophisticated family office available to every advisor serving any size of client,” said NDVR CEO and Founder Michael Simon. “Our goal is to empower advisors to improve expected outcomes for their clients and build longer-lasting relationships by putting individuals and family offices in the best possible position to achieve their financial goals.”

The new household wealth optimization features the ability to:

Create hyper-personalized portfolios using multiple asset classes and brokerage accounts, including taxable, Traditional IRA, Roth IRA, trusts, etc.Optimize and automate distributions from tax-advantaged accountsProvide actionable insights from “what-if” analysesDeploy portfolios for automated management with the click of a button

Household wealth optimization builds upon NDVR’s existing robust portfolio construction, management, and reporting which reduce the administrative complexity of managing households while also enabling financial advisors, RIAs, and family offices to seamlessly integrate the solution across all accounts, regardless of where they are held.

“We’re proud to have built a portfolio optimization platform that gives advisors access to intelligent solutions not previously available to retail investors,” said NDVR Chief Research Officer Stephanie Lo, Ph.D. “These institutional-grade strategies, backed by rigorous analysis and research, are the foundation of helping us build better portfolios for our clients.”

NDVR’s suite of core investment strategies, powered by the purchase of individual securities rather than ETFs or mutual funds, delivers intelligent, tax-efficient investment solutions not historically available to retail investors – all in one click.

NDVR strategies offer:

Custom indexing with active factors and tax-efficiencyHigher targeted portfolio returns with liquid alternativesDynamic planned withdrawal protectionEnhanced, tax-advantaged fixed income solutions

“The NDVR Portfolio Lab enables an advisor to recommend a unified household portfolio across multiple accounts and account types, including held-away assets, which is optimized to every client’s unique goals and objectives – not just clients who are very high net worth,” said Michael Hackman, president and managing principal at Hackman Financial Group. “Implementing a household portfolio allocation that uses sophisticated and personalized investment strategies is just a click of a button, rather than hours of investment implementation and monitoring.”

Advisor and RIA clients can now have access to portfolios that offer opportunities for enhanced growth and security to traditional strategies while taking advantage of advanced fee and tax optimization to keep more of their money in their pockets. The NDVR Portfolio Lab provides better insights into their financial possibilities and gives them confidence in their financial future.

To learn more about NDVR and the Portfolio Lab, head to http://www.ndvr.com. RIAs interested in leveraging NDVR’s technology for clients can inquire at hello@ndvr.com.

About NDVR

NDVR (pronounced “endeavor”) is a tech-forward wealth management firm that seeks to give every client confidence in their financial future through access to a trusted fiduciary advisor, next-generation technology that makes financial planning easy and insightful, and hyper-personalized portfolios built to maximize the security and growth of your financial plan.

Founded by serial technology entrepreneur Michael Simon, who previously led two companies to IPO, NDVR was purpose built to deliver more value to our clients by building portfolios utilizing intelligent investment strategies combined with lower fees and tax efficiency, at roughly half the industry standard price.

Headquartered in Boston, Mass., NDVR’s team of research Ph.D.s, financial services veterans, and tech entrepreneurs is building the next generation of wealth management called Wealth Optimization. For more, visit https://ndvr.com.

Disclaimer
Advisory services, including planning and portfolio management, are provided for a fee by NDVR, Inc., a registered investment adviser. NDVR’s advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about NDVR’s advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Terms of Use.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, NDVR’s fees, and other expenses.

NDVR does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

View original content:https://www.prnewswire.com/news-releases/wealth-manager-ndvr-launches-first-of-its-kind-household-wealth-optimization-solution-enabling-advisors-to-create-hyper-personalized-portfolios-in-minutes-302074303.html

SOURCE NDVR

Related Topics:
Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Technology

WAVLINK Giant Stream6 AI-Powered WiFi 6 Router Receives Strong Support Within 48 Hours on Kickstarter

Published

10 minutes ago

on

April 5, 2025

By

Combining AI-enhanced connectivity with Advanced Security, the Giant Stream6 Brings the Future of WiFi to Every Home

NEW YORK, April 4, 2025 /PRNewswire/ — Just two days after launching on Kickstarter, the WAVLINK Giant Stream6 AI-Enhanced AX6000 Router has captured the attention of tech enthusiasts and families alike, quickly surpassing initial funding goals. The Giant Stream6 is designed for a new generation of high-speed, AI-optimized internet that adapts seamlessly to the connectivity needs of every household, delivering performance and security with effortless precision. By combining cutting-edge WiFi 6 technology, intelligent traffic management, and robust security features, the Giant Stream6 is changing how users experience home connectivity.

“We are beyond thrilled by the support and enthusiasm we’ve received,” shares John, WAVLINK’s CEO. “It’s clear that today’s users are ready for a smarter, more intuitive router experience, and the Giant Stream6 delivers just that. We designed this router to handle everything from gaming to streaming to remote work—all while providing top-tier security and ease of use for families.”

Standout Features of the Giant Stream6:

AI-Enhanced QoE Modes: Adaptive modes (AI, Gaming, Streaming, Meeting, and Work From Home) automatically prioritize bandwidth to fit the moment, ensuring each device gets the performance it needs, precisely when it needs it.WiFi 6 Speeds and Coverage: With dual-band speeds reaching up to 6000 Mbps and eight omnidirectional antennas, the Giant Stream6 blankets large homes with fast, reliable connectivity.Advanced Security Suite: Built-in AD GuardHome, Secure DNS, VPN Privacy Protection, and a dedicated Guest WiFi network offer peace of mind, safeguarding the family’s digital experience.Mesh Compatibility: Paired with WAVLINK Everything Mesh, the Giant Stream6 eliminates dead zones, providing seamless coverage across every room.Parental Controls & Easy Management: Users can set screen time limits, content filters, and device prioritization from an intuitive interface, making network management simple and accessible.

Elevating Home Connectivity with Intelligent, User-Friendly Design

The Giant Stream6 is more than just a high-performance router; it’s a digital companion designed to evolve with users’ needs. Its AI-driven QoE modes adapt automatically, managing traffic without the need for constant adjustments. From uninterrupted gaming sessions to smooth video calls and secure browsing, the Giant Stream6 is redefining what a home network can achieve.

WAVLINK: Redefining Connectivity for Modern Living

WAVLINK continues to innovate with the mission to enhance daily life through better connectivity. The Giant Stream6 is the latest addition to a lineup of products aimed at making tech simple, efficient, and powerful—empowering users to do more in a connected world.

To join the campaign and back the Giant Stream6 on Kickstarter, visit here.

More WAVLINK products, click here.

Contact: 
zhouying@wavlink.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/wavlink-giant-stream6-ai-powered-wifi-6-router-receives-strong-support-within-48-hours-on-kickstarter-302420785.html

SOURCE Wavlink

Continue Reading

Technology

BlackDoctor.org Announces Inductees in First Hall of Fame, BDOs Highest Distinction, Recognizing Lifetime Achievements in the US Healthcare Industry

Published

1 hour ago

on

April 5, 2025

By

CHICAGO, April 4, 2025 /PRNewswire/ — In a historic moment, BlackDoctor.org (BDO) inducts its first class into the inaugural TBH Hall of Fame, BDOs highest distinction. This milestone, to be announced during the 10th anniversary of the Top Blacks in Healthcare Awards Ceremony, honors those who have made groundbreaking contributions and impacted the lives of generations to come.

A Key Partner to Healthcare Stakeholders, BDO Prepares Unforgettable Experience at Fontainebleau Miami April 9-10, 2025.

The inductees, selected through a rigorous and thoughtful process, have demonstrated unwavering dedication to improving and saving lives. Their innovations, leadership, and advocacy have transformed the lives of millions of Black Americans.

“It is our honor and pleasure to recognize 11 exceptional individuals who are industry leaders in healthcare. Their long-lasting impact should never be forgotten,” said Reggie Ware, CEO, BlackDoctor.org. “The TBH Hall of Fame is a first for BDO, and we felt it was the perfect time given it’s our 10th anniversary for Top Blacks in Healthcare and our 20th anniversary for BlackDoctor.org.” 

Added Executive Editor Jade Curtis, “The TBH Hall of Fame inductees leave a legacy that will continue to inspire future generations, and we remain committed to sharing their stories because we know that where there is no vision, the people perish.”

Introducing: The Inaugural class of 2025 TBH Hall of Fame Inductees

The Hall of Fame honors 11 medical giants to cement their rich legacy in their rightful place in history. In addition to the Hall of Fame, BDO recognizes this year’s 12 distinguished TBH honorees for innovative thinking, contributions and leadership that inspire greatness in our industry – for now and for generations to come.

Vanessa Broadhurst, EVP, Global Corporate Affairs, Johnson & Johnson, Zoetis Board Member
Craig Emmitt Cole, MD, Hematologist, Karmanos Cancer Institute    
Tony Ezell, Executive Vice President, President of the Americas, BD (Becton, Dickinson and Company)
Reshema Kemps-Polanco, Executive Vice President and Chief Commercial Officer, Novartis
Michael LeNoir, MD, F.A.A.P, F.A.A.A.A Pediatrician, allergist
Freda Lewis-Hall, MD, Life Sciences Leader
Ted Love, MD, Chair, BIO Board of Directors
Myrtle Potter, Chair and CEO, Director, Former Chair & CEO, Sumitomo Pharma America
Reed Tuckson, MD, FACP, Managing Director of Tuckson Health Connections
Mitzi Joi Williams, MD, Founding Medical Director at Joi Life Wellness Group Neurology Center in Atlanta, GA
Richard Allen Williams, MD, Founder and President of the Minority Health Institute and Association of Black Cardiologists (ABC)

Hall of Fame inductees offer advice for aspiring leaders:

“Innovate with empathy.  When empathy is combined with transformational science and excellent business acumen, the remarkable is possible,” said Reshema Kemps-Polanco, Executive Vice President and Chief Commercial Officer, Novartis. “Seek to understand the lived experiences of those you aim to serve- patients, caregivers, healthcare systems, and those who invest in your endeavors.”

“Be prepared to work hard,” advised Ted Love, MD, Chair, BIO Board of Directors. “The path to success in this field is competitive. However, if you genuinely love the work, you’ve already won half the battle.”

“Keep your mentors but secure sponsors, who are senior individuals who take actions on your behalf,” advised Myrtle Potter, Chair and CEO, Director, Former Chair & CEO Sumitomo Pharma America

“Be authentic. Apply your unique insights, perspectives and experiences to your work. You will then bring truly novel solutions,” said Freda Lewis-Hall, MD, Life Sciences Leader.

“My best advice for future generations of Black doctors is not to let anyone define you and tell you what you can or cannot do,” said Richard Allen Williams, MD, Founder and President of the Minority Health Institute and Association of Black Cardiologists (ABC).

About BlackDoctor.org (BDO)  

BlackDoctor.org is the leading health and wellness destination for people of color, leveraging culture, content and technology to transform people’s lives for the better.

Celebrating its 20th year, BDO has a monthly audience reach of 26 million on social media and 6.5 million monthly visitors to its website. BlackDoctor.org boasts the largest online database of Black physicians and dentists as part of its free doctor search tool.  BDO has leveraged AI to create the “BlackDoctor Chat bot” which is the first AI tool providing culturally relevant answers to Black consumers’ most pressing health questions.  Consumers can ask it anything they want!

View original content to download multimedia:https://www.prnewswire.com/news-releases/blackdoctororg-announces-inductees-in-first-hall-of-fame-bdos-highest-distinction-recognizing-lifetime-achievements-in-the-us-healthcare-industry-302421282.html

SOURCE Black Doctor.org

Continue Reading

Technology

Axon Global CEO Israel Martinez Named Security Expert of the Year at HMG Strategy Summit in Dallas

Published

2 hours ago

on

April 5, 2025

By

Israel Martinez, CEO and Global CTO of Axon Global, was named Security Expert of the Year at the HMG Strategy Summit in Dallas, the largest network of CIOs and CISOs in the U.S. with over 300,000 technology executives globally. Martinez was honored for his groundbreaking work in AI-driven cybersecurity and a 20-year track record of zero reportable breaches across high-risk, high-impact environments. He also spoke on a featured panel addressing the escalating threat of geopolitical cyberattacks and the critical need for global cyber resilience.

DALLAS, April 4, 2025 /PRNewswire-PRWeb/ — Israel Martinez, CEO and Global CTO of Axon Global, was honored with the HMG Global Leadership Institute Award for Security Expert of the Year at the HMG Strategy Executive Leadership Summit in Dallas. The event brought together top technology executives from across the country for a day of thought leadership, innovation, and strategic insights.

“Israel is fearlessly committed to innovation and integrity—and when lives are on the line, his team shows up.” — August Pelliccio, Executive Editor, Digital, HMG Strategy,

Martinez also took the stage as a featured speaker during the Executive Panel: Securing the Future Against Geopolitical Cyber Risks, joining Mignona Cote (CISO, Infor Global Solutions) and Art Harvey (CISO, Dovenmuehle) for a dynamic conversation on the rising threat of state-sponsored cyberattacks and the critical importance of international collaboration, proactive threat intelligence, and executive-led cyber resilience.

During the award presentation, HMG Strategy highlighted Martinez’s exceptional track record:

“Israel has helped protect everything from billion-dollar enterprises to space programs, with a track record of zero reportable breaches—by the way—across twenty years and countless high-risk clients.

Right now he’s pioneering an AI agent-driven model, building out a team of two hundred LLM-powered experts that already compete and win against the best in the world.

How’s this for a case study? One of the teams he worked with monetized IT for the Olympics, turning it into a profit engine rather than just a cost center. They increased media revenue by 300% and eliminated redundant global oversight.

Israel is fearlessly committed to innovation and integrity, and when lives are on the line, his team shows up. As one Commander put it, ‘Thank you for pulling so many technology resources together to rescue my daughter.’

There are only so many clips I can share in the brief time we have on stage, but I hope what I’ve shared expresses some of the gravity of the work Israel has done—and how deserving he is of this honor.”

HMG Strategy is recognized as the largest network of CIOs and CISOs in the United States, with over 300,000 IT executives globally. Its Executive Leadership Summits are known for convening top-tier professionals to tackle the most urgent challenges in technology and business.

Media Contact

Kaitlyn Procter, Axon Global, 1 2027055053, kaitlynpr@axoncyber.com, https://axoncyber.com

View original content to download multimedia:https://www.prweb.com/releases/axon-global-ceo-israel-martinez-named-security-expert-of-the-year-at-hmg-strategy-summit-in-dallas-302421119.html

SOURCE Axon Global

Continue Reading

Trending