Goals-based solutions require hyper-customized portfolios. Until Nebo, this capability did not exist within the industry.
Nebo is unique among wealth solutions, combining personalization, scale, and approach.
Nebo helps advisors build personalized portfolios for each client based on a new definition of risk. Rather than risk as volatility, Nebo defines risk as "not having the financial resources you need or want, when you need or want them." This allows advisors to align clients' portfolios with their financial plan specifically. Furthermore, it increases each advisor's efficiency, productivity, and differentiation.
Advisors use Nebo to build portfolios that minimize each client's unique risk – the risk that your client does not have what they need or want when they need or want it.
By redefining risk as 'not having what you need, when you need it,' Nebo efficiently personalizes portfolios. Advisors use Nebo to build the portfolio best suited to their financial plan. By using Nebo, RIAs will meaningfully improve client portfolios. Our research suggests that when measured in annual return units over a full-market cycle, the combined direct benefits are approximately 100 – 250 bps per annum.