Robo Advisors

A tech-savvy partner who can offer customizable, automated solutions in the current quick changing environment.

We offer excellent customer service with competitive low cost pricing.

The Portfolio Manager has the ability to control the client experience with our customizable white labeling solution for features such as account opening, client portal and client statements. We also offer additional services upon requests such as AML, ID/Bank verification, and NAAF e-signature logo incorporation

ADVANTAGES

  • Trade execution, settlement and information portal
  • Bulk trade execution and allocations
  • Broad Market Access
  • Custodian reporting
  • Automation
  • Compliance Reporting
  • Fast efficient account opening via API, CSV method
  • Professional and dedicated relationship managers
  • Additional asset protection