Why Should a Broker Dealer Use IDT Software

investments, investment advisors, portfolios

The primary reason for a broker dealer to consider

using the IDT Software, investment decision-making technology program is its quality, value and service.

Quality – The basic quality of the IDT Software program was derived by the deep financial and technical knowledge of its developers. The financial development input was provided from the twenty-seven-year financial experience of a Certified Financial Planner that managed his clients’ portfolios while owning and operating his own financial planning and investment advisory firm. The technical structure was developed from the over fifty-year experience of a software engineer and a project manager. Over the 4 ½ year development, five distinct algorithms were developed and severely tested. The result was a product that:

  • Effectively and efficiently delivers long-term benchmark meeting or exceeding performance.

  • It is a cloud-based product that cannot vanish. 

  • It allows the advisors to have input and final control in the implementation process. 

  • It has no control over your clients’ assets. 

  • This is not a Robo advisor product. 

  • It is designed not to move the markets when buy and sell recommendations are made. 

  • It performs accurate back testing for at least three years on every portfolio. 

  • Even if the back testing is performed a hundred times, the results will be exactly the same every time.  

  • ·The IDT Software program algorithms could be classified as the beginning stages of using artificial intelligence to manage investment portfolios. 

  • Over time, as artificial intelligence develops, the performance on the upside and protection on the downside of market swings should be enhanced.

Value – The bottom line value to an advisory firm is that the IDT Software program is a no cost item. In fact, it could cut your research and portfolio management overhead by as much as 80 to 90%. In addition to the staff and time expense reduction, the investment performance increase should increase your portfolio management fees.

Service – The service provided by the IDT Software staff performed by actual humans. 

  • We will assist you in the selection of investment pool assets, whether they be mutual funds, ETF’s or individual stocks, but we are not allowed, due to government regulations, to make the selections for you. 

  • We will perform the back testing and explain the results to you. 

  • We will perform webinars to show you the internal workings of how the algorithms work. 

  • We will be available to educate you on what and how the algorithms are functioning and making decisions along with how it is reacting to market and asset category changes.

  • When you are comfortable with the system and ready to expand its use, we will show you how it can dramatically increase your service to your existing clients and how to create new and profitable revenue streams.


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