PROTEUS + ADVISORS
CUSTOM-BUILT TOOLS, DESIGNED WITH ADVISORS IN MIND.
Proteus provides wealth advisors with private investing technology that systematically scales and manages assets.
Bring private investments to your clients with lower minimums, a single subscription agreement, consolidated tax reporting and world-class client reporting.
Enhance product offerings and elevate services
+ Build Better Risk Adjusted Portfolios
+ Attract larger clients
+ Increase AUM
Increase productivity while minimizing administrative burdens
+ Access top tier funds with better terms
+ Eliminate operational headaches
+ Streamline your business without added costs