America's Best Direct Indexing Buyers Guide 2024 - 25

2024 DIRECT INDEXING BUYERS GUIDE
Brooklyn Investment Group
370 Jay St, Fl 7, Brooklyn, NY 11201 * www.bkln.com
Brooklyn Investment Group is a multi-asset
custom direct indexing platform for financial
advisors and asset managers serving the advisor
community. Both traditional and rep-as-PM
advisors use the platform to create engaging
client experiences while scaling growth. The
Brooklyn platform enables advisors to:
BROOKLYN
INVESTMENT
GROUP
Erkko Etula, Ph.D.
CEO and Co-Founder
We founded Brooklyn because
financial advisors told us that they
spend too much time personalizing
and tax-managing their clients'
portfolios-consisting of stocks,
bonds, ETFs and mutual funds.
Brooklyn is the first multi-asset direct
indexing platform that empowers
advisors to create engaging client
experiences while scaling growth.
We believe that in addition to
investment alpha, advisors have
the opportunity to capture three
additional alphas to best serve their
clients: engagement alpha, tax alpha
and operational alpha. Our platform
enables advisors to deliver on each
of these dimensions through full
personalization and tax-loss harvesting
across the entire liquid portfolio in a
single custodian account.
Our platform also powers custom index
creation, model delivery and managertraded
strategies and provides
comprehensive reporting for transitions
and after-tax performance of portfolios
and benchmarks. Service is delivered
through an Advisor Portal, which allows
advisors to tailor each of the portfolios
to their clients' specific needs.
We also offer portfolios with long/
short extensions (e.g., 130/30 or
greater) using a proprietary stock
selection model.
In addition to providing sub-advisory
services to RIAs, Brooklyn powers
direct indexing solutions for other
asset and wealth managers ( " buysideas-a-service " ).
This white-label
platform-which consists of an Advisor
Portal, a PM Portal, and comprehensive
simulation tools-leverages the
technology of our parent technology
company, Brooklyn Artificial Intelligence
Research, a pioneer in building A.I. for
investment applications.
Customize: Construct each client portfolio using
either third-party building blocks-such as thirdparty
indices, manager models, manager-traded
strategies, ETFs or mutual funds-or fully custom
models built bottom up on our advisor portal.
Tax-manage: Brooklyn automatically monitors
each portfolio every business day for tax-loss
harvesting and rebalancing opportunities, handles
lifecycle events, concentrated position selldown
programs, and other common client situations.
Report: Daily after-tax performance reporting
for each client portfolio and client- specific
benchmarks with rich analytics are available
on-demand on the advisor portal, empowering
advisors to demonstrate the value-add of their
advice, every day.
The platform leverages a multi-asset, multi-sleeve
architecture to enable holistic management of
New business contact:
Markus Aakko, Chief Revenue Officer
Phone: (917) 999-6953
Email: info@bkln.com
Website: BKLN.com
Brand of direct indexing platform/product:
Brooklyn Custom Direct Investing
Platform/product architecture: Open architecture
solution, enabling implementation of custom
models and indices through direct investment in
equities, bonds, ETFs and mutual funds
Total AUM/AUA: Serving as a direct index
technology provider or a subadviser for two
$1.2 trillion+ asset managers and a top global
index provider; also subadvises $400 million in
direct RIA assets
Year direct indexing platform/product began: 2023
Indexing type: Product and platform
Distribution strategy: Both as a white-label solution
via other asset managers and direct to RIAs
Advisor channels served: RIA, BD, IBD
Personalization options: Yes
Private labeling: Yes
Managers GIPS©
compliant: Yes, through our
middle office partner
25
each portfolio. Powered by advanced cloudbased
technologies, our intuitive advisor portal
helps advisors scale personalization across
clients. A.I. assists in daily portfolio management
and custom index creation processes.
We built the platform and the portal in
collaboration with financial advisors, enabling us
to directly address the needs of both advisors
and their clients. Differentiating features include:
* Ability to manage the whole portfolio-equities,
fixed income, ETFs, and mutual funds-in a
single custodian account
* Intuitive advisor portal to customize and
manage all accounts
* Daily monitoring for tax-loss harvesting,
rebalancing, and lifecycle events
* Automated concentrated position management
and handling of other common client situations
* After-tax performance dashboard with
daily reporting and attribution for portfolio,
benchmark and client-specific benchmark
* Multi-asset transition analyses for prospects
and clients
* A.I.-powered custom index creation with pointin-time
backtesting
* Enhanced direct indexing using 130/30
portfolios and overlays
Number of custom indices available: Unlimited
Types of products available: US Stocks, Bonds,
ETFs and Mutual Funds
Minimum investment requirement: $250,000
Tax optimization features: Yes
Long/short extension: Yes
Trade efficiency: Yes
Sleeve-level reporting: Yes
Integration with trade execution or order
management systems: Yes
Integration with trust accounting systems: Yes
Proposal generator availability: Yes
Aggregation of held-away accounts: Yes
Rebalancing features: Yes
Supported custodians: Any custodian
Marketing support offered: Negotiable
Product/platform's performance tracking
& reporting capabilities: After-tax returns,
Daily values reporting, Estimated taxes saved
or deferred, Quarterly reporting, Reporting
capabilities, Tracking capabilities
Solutions open to the public (yes/no): No,
advisors only
https://bkln.com/ https://bkln.com/
America's Best Direct Indexing Buyers Guide 2024

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