Differentiate Your Business
The Machine Advisor is a model-based decision support and idea generation tool that enables you to
actively manage your clients’ portfolios. Portfolios can be customized by combining numerous types
of quantified investment strategies.
This innovative software uses a database of short term market behavior developed by Connors Research,
LLC to create alpha in thousands of statistically validated trading models.
The Machine Advisor is unique in its ability to diversify portfolios on four different levels:
strategy diversification, time-horizon diversification, directional diversification (i.e. long and
long/short portfolios), and asset class diversification.
You can create unique and differentiated portfolio performance for your clients.
The active strategies within The Machine Advisor provide buy and sell signals for U.S. equities and
ETFs based on behavioral models developed over the last decade. The daily operational component of
active investing is simplified through trade execution automation available through broker-dealer
Grow Your Business
The Machine Advisor provides your practice with a compliant interface to share portfolio information
with clients and to visually demonstrate the unique differentiation of the client’s customized
portfolio relative to a benchmark buy and hold.
The Machine Advisor provides 11 years of portfolio-level simulated historical performance that can be
customized, used in client presentations, and can enable you to grow your AUM.*
* While The Connors Group has sought to make The Machine Advisor conform with legal and marketing
restrictions applicable to Registered Investment Advisors, Advisors remain legally responsible for
ensuring that their use of The Machine Advisor complies with all applicable restrictions.
Customized portfolio-level historical simulated performance can be presented to clients using
print-outs, PDFs, or on a personal computer or iPad. You also have the option of custom branding
the reports with your firm’s information and logo.
The Machine Advisor enables you to differentiate your practice with truly independent and
individualized advice for each of your clients.
The Machine Advisor creates a systematic methodology for your practice that is completely objective
and not reliant on you or any human “expert” for investment decisions.
Both the investment methodology and the marketing tools are scalable and transferable. This creates
value for your practice that is independent from your personal relationships with your clients and
increases the lifetime value of your business.