SIMPLIFYING STRUCTURED NOTE MANAGEMENT

A More Efficient Way to Manage Structured Note SMAs

Strategy Link helps advisors streamline the structured note investment process by simplifying account management, improving scalability, and creating a more efficient experience across client portfolios.

Set Up Strategy Link
THE DIFFERENCE

Strategy Link vs. Traditional SMA Processes

Designed to reduce operational friction and make structured note implementation easier for advisors and their firms.

WITH STRATEGY LINK
A Streamlined Experience
✓
Minimal or No Additional Paperwork Reduce repetitive administrative steps when implementing the strategy.
✓
Built for Scalability Efficiently manage structured note exposure across multiple client portfolios.
✓
Faster Implementation A simplified workflow helps reduce the time required to put assets to work.
✓
Centralized Management Structured note portfolios can be managed within an organized SMA framework.
TRADITIONAL PROCESS
More Operational Complexity
–
Additional Paperwork Account-level processes may require additional documentation and coordination.
–
More Administrative Steps Managing structured notes individually can create additional operational work.
–
Longer Implementation Process Multiple steps can increase the time required to establish and manage positions.
–
Fragmented Reporting Individual positions may require additional organization and monitoring.
BUILT FOR ADVISORS

One Process. Multiple Benefits.

Strategy Link is designed to make structured note management easier to implement, monitor, and scale.

01

Multi-Custodial Accessibility

Designed to integrate with major custodial platforms, including Schwab, Fidelity, RBC, and others.

02

Simplified Account Management

Helps reduce the need for repetitive account-level setup associated with more traditional structured note workflows.

03

Enhanced Scalability

Gives advisors a more efficient way to implement structured note strategies across multiple client portfolios.

04

Streamlined Investment Process

Simplifies implementation through a centralized workflow designed to reduce unnecessary operational steps.

05

Simplified Reporting

Organizes structured notes within sleeves to make monitoring and performance reporting more intuitive.

READY TO LEARN MORE?

Bring Strategy Link to Your Firm

Connect with Ancorato to learn how Strategy Link can fit into your firm's structured note investment process.

Contact Ancorato
SIMPLIFY THE PROCESS

Spend Less Time Managing the Process.
More Time Serving Clients.

See how Strategy Link can help your firm implement structured note SMAs through a more streamlined workflow.

Talk With Our Team