Money Manager X-Change

The Money Manager X-Change (MMX) makes it easy to leverage the expertise of fellow RIAs and money managers by allowing joint management of investor portfolios. It combines your complementary strengths and skill sets to help you grow faster together.

Lawrence Matthews, Jr., Money Manager Liaison
What It Does
How It Works
What It Does

MMX is a part of our TCAdvisor trading and rebalancing platform and lets you seamlessly integrate portfolios managed by different money managers into a single client account. Or if you’re a money manager, MMX allows you to manage the assets in portfolios owned by a number of different RIAs. This allows advisors to own the client relationships and money managers to manage the actual assets.

MMX simplifies the process of building relationships between RIAs and money managers and allows you to focus on what you do best. For example, if you would rather gather assets, you can partner with colleagues who prefer managing money — without sharing your client lists. That way, you can broaden the insight and services you offer your clients.

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How It Works

Once An RIA enters into an agreement with a money manager, the RIA can grant the money manager access to select portfolios — all while keeping client information private. The money manager can then simultaneously trade portfolios containing both the RIA’s accounts, as well as their own. And this is all seamlessly handled through TCAdvisor.

Whether you’re looking to add to your assets under management or seeking the ideal investment blend, MMX can help you grow your business by combining your expertise with others’.

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