What is a provider?
Providers are independent research firms that build and maintain model portfolios and baskets. Each Provider determines their model's research objectives, composition, and makes ongoing adjustments. Plutus makes professional research transparent and investible, allowing you to seamlessly align your account with expert strategies.
Provider Updates
Providers can add, adjust, or remove baskets and single positions within their model portfolio. This process may involve:
Increasing or decreasing the weights of baskets or single positions.
Adding entirely new baskets to their model portfolio.
Removing baskets or positions as research evolves.
Your brokerage account is rebalanced automatically as these portfolios and baskets change over time, requiring no manual intervention.
Provider Quality
We are highly selective when authorizing providers to list their model portfolios and baskets on Plutus. Once live, all active providers undergo an ongoing moderation process, which includes a comprehensive QA and security verification of every update before any trades are executed.
Performance Reporting
We provide a level playing field with transparent and standardized performance data. Use our the discover tools in our marketplace to screen investment options using objective, platform-verified data for a clear, apples-to-apples comparison. This lets you spend less time deciphering various reporting formats and more time finding the Portfolios and Baskets that meet your financial objectives.
Request Providers
You can view more information about our provider selection criteria in our help center.
If there is a provider you are interested in that is not currently available on Plutus, please let us know via our chat or at [email protected].