White-Label Asset Management Infrastructure (WLF)
Your Flag. Full Digital Asset Manager. $0 to Implement. $0 to Operate.
Deploy our 50-state SEC-registered algorithmic ETF wealth platform, multi-custodian billing engine, and complete interactive financial planning suite under your own brand, your own colors, and in your clients' own language. Engineered for Introducing Broker-Dealers, Banks, and RIAs. Zero CapEx, zero model-desk staffing, and no new RIA registration required.
$0
Cost to Implement
Zero upfront software licensing, custom engineering build, or onboarding CapEx.
$0
Cost to Operate
Zero monthly SaaS minimums, cloud hosting overhead, or statutory table maintenance.
100%
Partner Fee Margin
100% of your institution's advisory or promoter fee tier drops straight to your bottom line.
ZERO
Lift or Charter Extension
No new SEC RIA filings, rebalancing operations desk, or billing headcount required.
Commercial & Advisory Scope Qualifier: $0 implementation, $0 monthly SaaS, and 100% partner tier margin apply to CleverAlpha Technologies WLF software licensing waived under approved institutional sub-advisory or SEC Rule 206(4)-1 promoter schedules; CleverAlpha Asset Management LLC's underlying algorithmic management fee (25 bps core / 50 bps multi-account asset location), underlying ETF expense ratios, and qualified custodial charges at Charles Schwab & Co., Inc. are governed by executed institutional agreements and Form ADV Part 2A / Wrap Fee Brochure disclosures.
Turnkey Deployment
White-labeled turnkey platform.
Your look. Your Feel.
Regulatory Charter
SEC Sub-Advisory / Promoter · Zero New Filings
Custody & Safekeeping
Charles Schwab Institutional (SIPC)
Partner Admin Access
4-Role Portal (Mgmt · CCO · Ops · Advisor)
Data & PII Boundary
Cryptographic Cross-WLF Fence
Disclosures & Form CRS
Dynamic Per-Firm Form ADV 2A, Wrap & CRS
Partner CapEx & OpEx
$0 Build · $0 Monthly · 100% Margin
26-Token BrandEnginePanel · 50-State SEC Rule 203A-2(e)
Palette: Default Gold & Jade
Institution Model Governance (Bank Referral, Sub-Advisory & RIA Ring-Fence): (1) Depository Bank Digital Wealth Windows operate pursuant to institutional referral and sub-advisory arrangements; algorithmic ETF portfolio management is provided exclusively by CleverAlpha Asset Management LLC (SEC #801-117634 • CRD #301620) across all 50 states under the SEC's digital client interface exemption, client assets are held in segregated accounts at qualified custodians (Charles Schwab & Co., Inc., Member FINRA/SIPC), and investment portfolios are Not FDIC Insured • Not Bank Guaranteed • Not a Deposit • May Lose Value. (2) Broker-Dealer Promoter & RIA Co-Advisory Channels enforce cryptographic cross-WLF tenant isolation, SEC Rule 206(4)-1 promoter disclosures where applicable, and automated delivery of Form ADV Part 2A, Wrap Fee Brochure, and Form CRS; participating institutions do not commingle custodial assets, and CleverAlpha Asset Management LLC does not provide personalized investment, tax, or legal advice, AI or otherwise. Displayed partner names (BROKER DEALER - DIGITAL WEALTH, BANK - DIGITAL WEALTH WINDOW, RIA - ENTERPRISE WEALTH DESK) and SuperAdmin cockpit views are anonymized software demonstrations.
White-Labeled Light & Dark Mode Cockpit
Crisp Ivory by day.
Pure Obsidian by night.
← Light Mode (#FFFFFF)
Dark Mode (#000000) →
Complete Asset-Manager Back-Office Stack
Role-gated permission access.
Protect your brand and client PII.
01 · Brand & Tenant Fence
- 26-Token BrandEnginePanel Studio
- Custom Branded Subdomain & TLS
- Cryptographic Cross-WLF PII Fence
- 4-Role Partner Admin Portals
- Dynamic Form ADV 2A, Wrap & CRS
- Native Multi-Lingual UI Localization
02 · Portfolio & Tax-Alpha
- 35-ETF CAPM Black-Litterman Engine
- Multi-Account Tax-Alpha Location
- Nightly Post-Close Drift Algorithm
- Specific-ID Tax-Lot Awareness
- On-Demand Account AI Analysis Tool
- Zero-Minimum Fractional Sleeves
03 · Planning & Onboarding
- White-Labeled Calculators Suite
- 2025–2027 IRS/CMS Parameter Engine
- 2-Page Spouse & CPA PDF Tear Sheets
- Form 1040 OCR Fast-Track Intake
- Mobile QR KYC Continuity Capture
- Read-Only MCP AI Agent Endpoint
04 · Custody, Billing & Audit
- Schwab Institutional Master SLINK
- Automated ACATS & Rollover Rails
- Actual/365 & ADB Billing Engine
- 4-Eyes Separation of Duties (SoD)
- SEC Rule 204-2 Audit Hash Ledger
- Non-Advisory Visitor Voice Guide
CleverAlpha Interactive Planning Suite · Unified Statutory Engine
Explore the CleverAlpha Planning Suite.
Model tax cliffs, retirement distributions, business retirement plans, generational wealth, and quantitative portfolio allocation — powered by one codified 2025–2027 IRS & CMS parameter registry and shared household memory.
Institutional Partnerships
Zero CapEx. Zero SaaS Minimums. All 50 States.
See your institution’s brand running live on the CleverAlpha Asset Management & Planning OS in a private 20-minute walkthrough.