Open for fit review
SMA path
RIAs Β· funds Β· family offices
Same Oracle engine. An independent adviser can wrap it as a separately managed account. Your desk can also keep authority and run Allocator directly.
SMA path βTwo paths. Same integrity. An SMA when a desk wants an adviser. Marketing Partners when someone already uses the Oracle and can explain it honestly.
RIAs Β· funds Β· family offices
Same Oracle engine. An independent adviser can wrap it as a separately managed account. Your desk can also keep authority and run Allocator directly.
SMA path βPeople who already use the product
A forming track for people who know the Oracle well and want to help others learn it honestly. Community referrals stay in the Member Hub.
Marketing Partners βExploratory investor and fiduciary conversations follow a separate path under Investors.
Investors β