About

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.

Focus

PRODUCTS & SERVICES

Portfolio Management DRAFT helps self-directed investors make smarter decisions by demystifying the complexities of investing and lowers the amount of fees investors pay while educating them on simpler ways to achieve investment goals.

REVENUE MODEL

Transaction based Revenue Model

MAIN CLIENTS

Retail investors

EXISTING PARTNERSHIPS

Morningstar

Yodlee,Ameritrade

COMMENT

It gives personalized DRAFT dashboard gives complete financial portrait—starting with your Investment Type,Historical Return, Asset Allocation, and Annual Investment Fees.