Bespoke and engaging customer journeys customised to your needs
Various AUM split options available including reduced allocation for funds
Provide the level of security clients deserve with USSIPC insurance of up toUSD$500K per account
Preferential custodian rates are passed directly to the clients without any mark-up
Instantly download client-ready marketing collateral and research
Manage your team's performance anytime, anywhere
Monitor the performance of your clients' portfolios on the go
A robo-advisor is a digital platform that can pre-select portfolios which emphasise low transaction costs for clients and efficient trading.
Financial advisors will manage their clients in the normal fashion. They can even select their own funds.
The new emphasis in wealth management is efficiency and it is important to offer clients a fairly-priced, flexible investment alternative. We offer a white label solution for the platform which will help to boost the brand awareness of your FA firm.
There is no lock in period which benefits clients in terms of flexibility and access to capital.
Advisory firms receive portion of the AUM-based fees charged to clients and likewise are remunerated for fund choices should they wish.
CONNECT provides you access to two custodians we work with or we can work with your custodian.
Book your free demonstration today