II TechnologyII Technology

Discover the Next Generation of Risk Management

At II Technology, we are dedicated to creating innovative solutions that simplify and enhance investment management.

Developed in collaboration with financial advisors to directly address the needs of both advisors and their clients, II Technology’s Active Risk Management Overlay Regimen® (ARMOR™) represents the next generation of risk management solutions.

Designed to support advisors, CIOs, and investment teams, ARMOR integrates your expertise with II Technology’s cutting-edge diversification and risk controls. This innovative approach provides personalized risk management for clients while empowering advisory practices with a competitive edge, increased efficiency, and significant growth opportunities.

ARMOR Features Overview

Enhanced Diversification

Improves asset allocation by looking beyond the holdings, utilizing correlation and volatility to identify and diversify across the underlying risk factors currently affecting the portfolio.

Targeted Risk Budgets

Aligns investment strategies with advisor-defined risk levels, monitoring risk daily to ensure portfolios maintain their defined risk profile in all market conditions.

Actionable Reporting

Provides advisors with daily email updates highlighting each strategy's current risk, including threshold-based rebalancing alerts and updated portfolio allocations as market conditions change.

Fiduciary Oversight

Incorporates institutional-level risk monitoring, adding an extra layer of protection to client portfolios.

Customized for Clients

Enables advisors to integrate their views, knowledge, and insights into personalized portfolios, boosting client engagement and unlocking performance potential.

Scalable for Firms

Empowers advisors to manage multiple strategies efficiently, minimizing the time required for oversight and maximizing operational efficiency.

I'm an Investor

Learn how ARMOR can optimize your portfolio for both protection and growth.

I'm an Advisor

Discover how ARMOR can unlock your practice’s full potential.

II Technology background graphic