Tech strong enough to terminate inefficiencies.
Come with us, and become a Cyborg Advisor.
Robo...but, with a human touch.
Robo Advisors are automated investment platforms that typically offer asset allocated portfolios based on a client's risk tolerance and investment goals. Turnkey Asset Management Platforms offer more personalized approaches with human advisors and a wider range of investment options. By combining these two concepts into a new wealth tech platform, we offer investors the convenience and engagement of a Robo Advisor with a more personalized approach, a wider range of machine optimized investment options, and a human advisor.
A personalized approach offers tailored portfolios and improved confidence to achieve financial goals effectively.
The loss simulator produces a gut-check reaction to loss during bear markets.
Take the emotion out of investing with data-driven decision making.
Back Office Support
Our back office support marries the power of cutting-edge technology with the expertise of seasoned industry professionals, ensuring a seamless and efficient onboarding experience for all clients. Every service request is met with agility, precision, and a dedication to problem-solving, ensuring a superior customer experience that sets us apart.
Our state-of-the-art automated email notification system keeps advisors and their staff fully informed, providing timely updates when an account has been opened, funded, and traded, thereby fostering seamless communication and optimal efficiency.
Our sophisticated integrated billing system takes the burden of account billing off the advisors' plates, enabling them to dedicate more of their valuable time and effort to their primary roles and services.
We provide daily reporting through BlackDiamond, ensuring you receive timely insights. In addition, we integrate seamlessly with widely-used reporting and aggregation systems like Orion, Albridge, eMoney, and others.