Optimize Your Financial Assets with Expert Management Services

At Zeldigital, we offer tailored, flexible asset management solutions for financial firms. Our Fractional Asset Manager service allows you to access expert management at a fraction of the cost of hiring a full-time team.

Our Services Include:

• Portfolio Management
• Risk Management
• Data-Driven Insights & Reporting
• Regulatory Compliance
• Flexible Engagement Model

Subscription Pricing Plans

We offer three flexible subscription plans to fit the needs of financial asset management companies:

Basic Plan

For smaller firms or those looking for limited, foundational management services.

• Price: $3,000/month
• Services:
• Basic portfolio monitoring and adjustment
• Quarterly performance reports
• Standard risk assessment
• Email support

Standard Plan

Ideal for medium-sized companies seeking a comprehensive asset management solution.

• Price: $5,500/month
• Services:
• Full portfolio management with monthly adjustments
• Monthly performance reports and insights
• Enhanced risk management and mitigation strategies
• Compliance oversight and audit readiness
• Phone and email support

Premium Plan

For large firms requiring extensive, high-touch management and strategic guidance.

• Price: $9,000/month
• Services:
• Complete portfolio management with real-time adjustments
• Weekly performance reports and custom analytics
• Advanced risk management strategies and forecasting
• Full regulatory compliance and legal support
• 24/7 dedicated account manager and premium support
• In-person quarterly reviews

Why Choose Zeldigital’s Fractional Asset Manager?

• Cost-Effective: Only pay for the services you need, when you need them.
• Experienced Professionals: Our team brings years of experience in managing diverse asset portfolios.
• Custom Solutions: We tailor our services to meet the specific requirements of your business.
• Real-Time Access: Stay updated on portfolio performance with real-time reporting and analytics.