ALTERNATIVE TO TRADITIONAL TAMPS & SMAS

Institutional Portfolio Management
Without the Basis Points

Access systematic model portfolios for a flat annual fee. No AUM minimums. No basis point charges. No surprises.

Flat $4,999 annual fee

Unlimited AUM capacity

Alternative data-driven

Compare Traditional TAMP/SMA Costs vs. SharpeMetrix

Most TAMPs and SMAs charge 0.35% to 0.75% in basis points annually. Calculate your potential savings with flat-fee pricing.

Fee Savings Calculator

Your Current AUM

Traditional TAMP/SMA Fee (basis points)

Industry standard: 35-75 basis points (0.35% - 0.75%)

Traditional Annual Cost

$175,000

SharpeMetrix Annual Cost

$4,999

Annual Savings

$170,000

That represents 97% in cost savings

$10M AUM

0.35% = $35,000/year

Save $30,000/year

$50M AUM

0.35% = $175,000/year

Save $170,000/year

$100M AUM

0.35% = $350,000/year

Save $345,000/year

See the Platform in Action

Explore institutional-grade portfolio management tools and alternative data insights

Model Portfolios Rebalanced Monthly

Proprietary Stock Rankings & Screening

Deep Portfolio Analytics & Attribution

Track Portfolio Changes & Rebalancing

AI-Powered Model Insights

Chat with Your Portfolio Data

What's Included with Your $4,999 Annual Subscription

Access institutional-grade portfolio management without traditional TAMP or SMA basis point fees.

Alternative Data-Driven Model Portfolios

Access systematic strategies powered by proprietary signals from patent data, earnings call sentiment, and H1B visa trends.

Unlimited AUM Capacity

Manage $10M or $500M—your annual fee remains $4,999. Scale your practice without scaling your platform costs.

Monthly Rebalancing & Monitoring

Systematic portfolio management with monthly rebalancing to maintain optimal allocations and risk profiles.

White-Label Client Reporting

Comprehensive performance reports and analytics branded to your firm, delivered to clients automatically.

Transparent Pricing Model

One annual fee. Full platform access. No surprises.

No setup fees

No per-seat charges

No basis points

No hidden costs

Trusted by Advisors At

RBC Dominion Securities

•

Morgan Stanley

•

Raymond James

•

Independent RIAs

Advisors Managing $2.1B+ Choose Flat-Fee Pricing

Financial professionals are moving away from basis point fees to transparent, scalable pricing.

"We were paying $140,000 annually to our traditional TAMP. With SharpeMetrix, we pay $4,999. The quality is institutional-grade, and our margins improved significantly."

Jamie K.

Independent RIA, $40M AUM

"Flat-fee pricing eliminates the conflict of interest inherent in AUM-based fees. Our platform costs are now predictable and don't scale with growth."

Michael R., CFA

Wealth Management, $85M AUM

$2.1B

Assets Under Management

86%

Average Cost Savings

4.7/5

Platform Rating

See How $4,999 Compares to Your Current TAMP/SMA Costs

Schedule a personalized demo to see our platform in action and calculate your exact savings with flat-fee pricing.

What You'll Learn:

Platform walkthrough and alternative data methodology

Exact cost comparison based on your AUM

Integration process and implementation timeline

Customized proposal for your practice

FLAT ANNUAL FEE

$4,999

/year

Unlimited AUM