Money Manager X-Change

Money Manager X-Change (MMX) helps you to provide your clients with access to high-quality investment management while helping to make your business more efficient.
 
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MMX MANAGERS

Explore the select money managers currently available on MMX.
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Benefits of MMX
Benefits for Your Reps
Benefits For Clients
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Benefits of MMX
  • Supplement your existing strategies to create more diverse investment offerings to help meet your clients’ needs, goals and preferences.
  • Pre-qualify and select the high-quality money managers you want to work with.
  • Become more efficient by employing an easy process of hiring multiple money managers through one source.
  • Lower investment-management-related overhead while maintaining complete control over your client base.
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Benefits for Your Reps
  • Provide reps with the flexibility to choose from the MMX options that you have selected and customized for them.
  • Enable reps to build a team of money managers whose strategies resonate with them and their money management style.
  • Give reps more ways to help meet the needs of their clients through a more robust investment management offering.
  • Provide scalable models for small accounts.

 

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Benefits For Clients
  • Provide more investment options for unique and varying needs.
  • Access strategies focused on specific market niches, investment types, or changing market conditions.
  • Access sophisticated money managers that were once restricted to just high-net-worth clients.
  • Provide 24/7 online access to investment holdings, transactions and performance in one place and in one consolidated statement.

 

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Powered by the Liberty Platform
For advisors, one of the biggest benefits of working with TCA by E*TRADE is the efficiency that the technology platform yields. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform.
 
  • Delegate all of your money management or just a portion.
  • Retain control of which managers and strategies are available to reps. 
  • Create multiple-model portfolios in the same account, either managing multiple money managers in the same account or complementing your strategy with a third-party strategy.
  • Leverage your money managers’ investment expertise without the operational hassles of buying signals.
  • Choose from a list of select managers with dozens of investment strategies or work with TCA by E*TRADE to add your own third-party money managers to the program.

 

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