Hyper-personalized, Goals-Based Portfolios

Nebo is a custom goals-based investing platform that helps Registered Investment Advisors build better portfolios. By redefining risk as ‘not having what you need, when you need it’, you can efficiently align each client’s portfolio with their unique financial plan.

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Nebo Overview

Matt Kadnar, Nebo sales lead
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3 minutes
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Conference 2022

Minimizing shortfall
duration
46 minutes
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Webinar

Investing for Retirement: Modelling Your Assets
duration
31 minutes
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Personalize at scale
Systematize your process
Minimize shortfall
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Award Winner

New GMO RIA Platform Wins Wealth Award. The innovative Nebo platform has won the WealthManagement.com 2022 Industry Disruptor award.

Nebo is the “Engine” Aligning the Portfolio with the Plan

Nebo is the Goals-Based portfolio construction engine that sits at the heart of the advisor’s workflow

Nebo is the engine that aligns the Portfolio to the Plan
Connects to FP, CP, and TP
Before Nebo
With Nebo
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“Portfolio construction is the crucial moment of action.”

Martin Tarlie, Nebo Product Lead

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Nebo Melds Financial Planning and Asset Management

Nebo’s multiperiod shortfall optimization explicitly accounts for horizon, allowing you to personalize portfolios – including custom glide paths – at scale.

“Portfolio construction is the crucial moment of action.”

Martin Tarlie, Nebo Product Lead

“Portfolio construction is the crucial moment of action.”

Martin Tarlie, Nebo Product Lead

Allocate Assets According to Client Needs

Balance long-term wealth accumulation with short-term loss aversion using robust platform tools, such as custom glide paths, multi-period shortfall optimization, and cash flow analysis.

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Mean Reversion

Current market views
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Random Walk

Equilibrium returns
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Mean Reversion

Equilibrium returns
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Mean Reversion
Current market views
Random Walk
Equilibrium returns
Mean Reversion
Equilibrium returns

Personalized Glide Paths

Stock
Long Term Bond
Short Term Bond

x - Age

y - Percentage

“Allocate portfolios based on client needs and circumstances”

Ben Inkder, Co-Head of GMO Asset Allocation

Why Our Customers Love Nebo

1

Increase confidence

Simplify and clarify portfolio structure; reduce fear and anxiety; improve satisfaction
2

Improve efficiency

Eliminate spreadsheets; smoother client interactions, streamline investment operations
3

Grow

Scale your business; increase wallet share; close business faster
4

Differentiate your firm

Operationalize gaols-based investing; cutting edge approach to risk; alignment with your client
5

Reduce regulatory risk

Document the relationship between the plan and the portfolio

Insights

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Rent Trust 1 – What is my basic plan? Is it viable?
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Matt Kadnar
duration
13:40 minutes

Rent Trust 1 – What is my basic plan? Is it viable?

In this brief video, we walk you through a case study from one of our early advisors – how in minutes Nebo can help you build a strategic glide path, test its viability and then build a portfolio based on today’s market conditions.

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Rent Trust 2 – How does my portfolio change with the market?
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Matt Kadnar
duration
12:46 minutes

Rent Trust 2 – How does my portfolio change with the market?

Building on our first case study, we explore more deeply how Nebo incorporates your investment schema, capital market assumptions, and preferred methods of implementation. Nebo then uses these inputs for its proprietary, multi-period shortfall optimization allowing you to test your intuition and better understand the key decisions that are driving today’s portfolio allocation.

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Rent Trust 3 – Jane Smith – Integration with Financial Planning
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Matt Kadnar
duration
11:32 minutes

Rent Trust 3 – Jane Smith – Integration with Financial Planning

Highlighting Nebo’s flexible framework, we show how easy it is to integrate cash flow work done from major financial planning software directly into Nebo. We also explore Nebo’s next-generation Monte Carlo simulations in assessing the viability of a personalized glide path and additional savings, withdrawal, and retirement age scenario planning.

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Stay Current with Our Latest Insights

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Certain cookies are necessary for the operation of our site, while others are used to support your experience and tailor content to you. For more information about how we collect and use your data, please see our Privacy Notice.
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