Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.
Robo-advisory platforms automate portfolio creation based on an input of acceptable risk parameters, income, and other aspects of a client’s investment mandate. These applications can also automate the reinvestment of dividends and tax optimization activities.
To qualify for inclusion in the Robo-Advisory category, a product must:
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.