Use Case — Asset Managers
Model portfolio delivery for regional asset managers
Distribute your model portfolios through community banking channels using Eko's portfolio distribution API. Reach retail investors you couldn't access through direct channels.
How It Works
Distribution through community banking channels
You build the models. Eko distributes them.
Regional asset managers build model portfolios — conservative income, balanced growth, equity-focused. You upload the models to Eko's portfolio management API. Eko makes them available to partner community banks and credit unions as investable products for their account holders.
End-investor accounts are opened and managed by Eko's account infrastructure. You receive consolidated reporting by model, by institution, by period — audit-ready for your compliance workflows.
Upload Model Portfolios
Define model allocations via API or dashboard. Supported: equity, fixed income, ETF, multi-asset.
Eko Distributes to Partner Banks
Partner institutions present your models as native investment products to their account holders.
Rebalancing & Reporting
Eko triggers rebalances per your drift tolerance. You receive consolidated AUM and performance reports.
Features
Infrastructure built for portfolio managers
Model Portfolio Rebalancing
Automated drift-based rebalancing. Configure tolerance thresholds per model. Rebalance events are logged and reported for compliance review.
FIX Protocol Order Routing
Industry-standard FIX 4.4 order messages for execution routing. Best-execution logs generated per order — satisfies your institutional reporting requirements.
Advisor Reporting Dashboard
Consolidated view of AUM by model, by institution, and by period. API-accessible for integration with your existing performance attribution tools.
White-Label Reporting
Investor-facing reports carry your brand and your model names — not Eko's. Your institutional partners see their brand. Investors see their bank's brand.
Compliance Documentation
Model-level compliance documentation for your internal review. Investment policy statement templates, disclosure language, and examiner Q&A.
Real-time Event Webhooks
Receive webhooks for rebalance events, account openings, large redemptions, and compliance flags — feed into your own risk monitoring systems.
Distribute your models through community banking
Talk to our partnerships team about distribution agreements and technical integration timelines.