INTEGRATED
One platform, deeply integrated, with a seamless experience across workflows, data and usability.
Simply Smart Investing
At Alliant, there’s no need to drive to an office, or fill out stacks of paper to start investing with professional help. Instead, you can easily set up your own personal investment account on-line.
CLIENT CENTRIC
We care about people, not just numbers. Alliant helps you see your full financial story.
How it works
Based on your risk tolerance, goals, and tax status, we’ll create a professionally managed diversified portfolio of institutional mutual funds and ETFs (exchange traded funds), using our Digital Platform.
Your account will be opened at TD Ameritrade, complete with encryption and SIPC account protection.
Along the way, we’ll make timely adjustments for you automatically, and make trades to help lower your taxes. If you need personal advice from a Certified Public Accountant or Certified Financial Planner® Professional, we can help.
TIME SAVING
Accomplish more, faster. We automate portfolio management and account opening, to help you focus on your life.
ALL IN ONE
Alliant combines powerful new tech with best-of-breed solutions that saves you time managing your investments.
Easy secure transactions
You can easily request withdrawals, make deposits or transfer other accounts, and set up auto-deposits. For IRA rollovers, a rollover advisor can personally assist you.
Finally, you’ll have your own portal for retrieving statements and viewing performance, all viewable on your phone, tablet or PC.
CONNECTED
It helps you stay connected to with us through communication and sharing.
Stay informed
Through your Alliant portal, you’ll have on-line access to your account, transactions, performance and more. We’ll send you text confirmations for transactions and withdrawals.
We’ll provide updates through social media, emails and webinars about the market and what’s happening with your account. If you have questions, just shoot us an email.
ANALYTICAL
Our data and financial analysis engines do the heavy lifting to help you make decisions.
Seeking Better Performance?
Did you know the average investor underperforms the market by over 3.0% annually? The Alliant - Digital Platform provides three important features to help improve your returns.
- Objective: Does not react emotionally to market fluctuation.
- Diversified: Spreads your investment dollars over multiple investment types and 12,000 securities to minimize volatility.
- Low Cost: Portfolios implemented with low cost institutional mutual funds and exchange traded funds.
SOCIAL
People are connecting in new ways, and we believe technology helps us build closer relationship with you.
