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.
Use your own model portfolios and investment productsCustomization
Fully customizable with your own branding, questionnaires, CMAsWorkflow
Choose from either Risk- or Goal-based investment portfoliosRebalancing
Automate operations – from client acquisition through rebalancingResponsive Design
Delight clients with the most modern user experience of its kind
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.
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.
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.
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.
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.