Sage Trading Collective provides a cloud‑based platform that automates trade execution, required minimum distributions, dollar‑cost averaging, tax‑loss harvesting, and model updates for independent registered investment advisors.
Funding
Funding not disclosed
Founders
Product
Problem
Independent registered investment advisors (RIAs) must allocate significant time to manual trade execution, portfolio adjustments, and compliance tasks such as RMD and DCA tracking, which detracts from client acquisition and relationship management.
Solution
Sage Trading Collective offers a cloud‑based platform that automates trade execution and portfolio management for independent RIAs. The service handles required distributions, dollar‑cost averaging, tax‑loss harvesting, and model updates while providing reconciliation and transparent hourly billing. By offloading these operational tasks, advisors can concentrate on prospecting, client service, and business growth. Ongoing support and integration with existing advisory workflows ensure a seamless transition to a more efficient practice.
Target Audience
Primary customers are independent registered investment advisors and boutique wealth‑management firms that manage client portfolios and seek to reduce operational overhead.
Features
- Automated execution of trades, including required minimum distributions (RMD) and dollar‑cost averaging (DCA) schedules
- Built‑in tax‑loss harvesting engine to optimize after‑tax returns
- Continuous model updates and management to keep investment strategies current
- Reconciliation tools that verify trade accuracy and maintain compliance records
- Transparent hourly billing model for clear cost visibility
- Dedicated support team for implementation, troubleshooting, and ongoing assistance