Digital Advisor

The next generation of digital advice.
For your next generation of clients.

Digital Advisor helps investment advisors grow their business. This smart, scalable Robo Advisor application automates onboarding and advice delivery – so advisors can focus on deepening relationships with clients.

The most flexible digital advice solution on the market

Model Portfolios

Use your own model portfolios and investment products

Customization

Fully customizable with your own branding, questionnaires, CMAs

Workflow

Choose from either Risk- or Goal-based investment portfolios

Rebalancing

Automate operations – from client acquisition through rebalancing

Responsive Design

Delight clients with the most modern user experience of its kind

Never turn away another prospect

Digital Advisor is a complete, turnkey advised investing solution. We automate everything from lead generation and model selection, through portfolio monitoring and rebalancing – so you can efficiently serve accounts of any size.


Convert new customers with ease

Digital Advisor’s onboarding app makes online acquisition a breeze. Now you can profile your prospects, make an investment recommendation, and open accounts – all online, in under 5 minutes.

Anytime, anywhere investment access

Digital Advisor was built with Millenials in mind – with a highly interactive, mobile-first design that makes it easy for your clients to track their household finances from any device, anywhere in the world, at any time of day.

Your client’s entire financial life, in the palm of their hand

Digital Advisor gives your clients a complete picture of the personal finances – from the accounts they hold with you, to held away investments, bank accounts, credit cards, loans and more. Now your clients can track their Net Worth – while you ensure they stay on track to meet their goals.

Simple, scalable administration

Digital Advisor lets you create and host everything you need to deliver your advice remotely, so you can automate time-consuming investment planning and portfolio management tasks. Less time on administration means more time deepening client relationships.