High-touch, progressive, and fluid

Border

We offer a holistic and comprehensive ETF Services platform designed to develop, launch and grow innovative, successful ETFs. The process of launching a private label ETF can be time-consuming, costly and complex. Tidal clients can benefit from reduced legal work, lowered costs, alignment of interests and our reputable industry relationships.

Our Services

Our Services

Clients have the option to select one or multiple service packages or to advance through our program sequentially. Both approaches result in a purposeful collaboration formed to accelerate a trajectory of steady growth.

  • Strategy and growth assessment
  • ETF Think Tank
  • Structuring and administration
  • Business development and sales
  • Marketing strategy and execution
  • Distribution and expansion

Client Benefits

Our program combines our proprietary growth assessment and methodology with a business development process that marries our most effective sales and marketing tactics.

  • Industry knowledge and relationships
  • Experience and track record
  • Technology and processes
  • Straightforward, transparent approach
  • Extensive prospect database

Service Levels

Assessment exercise
  • Assessment exercise
  • Strategic recommendations
  • Product development
Trust
  • Trust
  • Legal
  • Compliance
  • Marketing fundamentals
Automation
  • Automation
  • Tactical execution
  • Analytics
  • Best practices
  • Coordination
  • Vendor referrals
Webinars
  • Webinars
  • 1:1 Meetings with qualified leads
Internal wholesaling desk
  • Internal wholesaling desk
  • Portfolio reviews
  • Webinars
National accounts
  • National accounts
  • Home office management
  • Platform approvals
  • Roadshows in different regions

Our Partners

us bancorp
Foreside
Godfrey
Taitweller
TOROSO