BX CIO Platform
We work within the framework of your team’s needs to provide the best support.
CIO Services powered by our strategic Partners.
BX provides customized Advice and Consulting to both investors and Financial Advisors and Family Offices. These services include the customized design, development, and execution of investment policy statements and investment operating guidelines for investors. Our Consulting service specialty also includes market outlooks, investment strategies, portfolio and manager analysis, and proposals with the financial advisor in mind.
Emotomy a Northern Trust Company.
With a powerful portfolio engine, paperless automation, seamless integration with custodians, and a management oversight feature, Emotomy enables financial professionals to provide scalable, personalized advice to their clients by offering a highly customizable digital platform.
Provides portfolio construction tools, such as portfolio rebalancing and visualization.
Portfolio Risk Analysis via compliance oversight, risk mapping and more.
Quality of life addatives such as paperless documentation and client onboarding.
Fill out this form to request a demo or see a full list of managers and strategies. We will be in contact shortly.