Openinvest Investments

Automated investing, sophisticated and transparent.

OpenInvest is a tech-enabled SMA (separately managed accounts) asset manager that provides infrastructure technology that enables customization, direct indexing, and ESG investing at scale. Its APIs allows relationship managers to deliver their own factor portfolios, personalization, and tax optimization while maintaining discipline.

Financial Institutions
Feb. 6, 2016, 9:41 p.m. Fabio Marras
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