Fintech-enabled portfolios by Principal®

Financial technology (fintech) that helps you deliver differentiated portfolios at scale.

Register or schedule a demo

One investment solution. Customization at scale.

Increase efficiency by automating routine tasks like tax management, trading, and portfolio rebalancing. Deliver a personalized investment experience through customized portfolios, regardless of size. Our end-to-end solution integrates seamlessly into your existing business model.

Fintech-enabled portfolios1:27 minView transcript

Deliver differentiated portfolios at scale.

We’ve assembled an end-to-end fintech-powered solution that integrates seamlessly into your existing process and tech stack. It’s simple to adopt, easy to manage through time, and can produce better outcomes. Now you can spend more time with clients and grow your practice.
Illustration indicating reports with robust data

Explore asset allocation and manager selection guidance.

Our asset allocation and manager selection guidance is built with client choice and investment outcomes in mind. Prepare for client conversations with resources that work together to help you deliver one cohesive message to your clients.

Access analytics and insights.

Complete the registration form to:

  • Explore our asset allocation and manager selection guidance.
  • Access our framework for better client conversations, including portfolio analytics and market insights.
  • Schedule a customized demo.

Access is granted to registered financial professionals within 24 hours or sooner when requests are submitted during normal business hours.

Not FDIC insured - May lose value - No bank guarantee


The model portfolios are not registered investment products but, rather, are model strategies that track hypothetical allocations to the underlying mutual funds and ETFs. The model portfolios are theoretical portfolios and do not represent any specific account, pooled investment vehicle or investable securities managed by Principal.

This material covers general information only and does not take account of any investor’s investment objectives or financial situation and should not be construed as specific investment advice, a recommendation, or be relied on in any way as a guarantee, promise, forecast or prediction of future events regarding an investment or the markets in general. The opinions and predictions expressed are subject to change without prior notice. The information presented has been derived from sources believed to be accurate; however, we do not independently verify or guarantee its accuracy or validity.

Subject to any contrary provisions of applicable law, the investment manager and its affiliates, and their officers, directors, employees, agents, disclaim any express or implied warranty of reliability or accuracy and any responsibility arising in any way (including by reason of negligence) for errors or omissions in the information or data provided.

Principal®, Principal Financial Group®, Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc.

Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC.

The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Asset allocation and diversification do not ensure a profit or protect against a loss.

Investing involves risk, including possible loss of principal.

05/2023 | 2885167-052024