Robo Advisory
Automated Investing
Our robo-advisory platform offers personalized investment portfolios and portfolio management services to your clients through a fully automated online platform. MyWealth Robo delivers the following capabilities to your firm:
- Automated portfolio construction and management based on a clients' investment goals, risk tolerance, and personal preferences.
- Diversified portfolios constructed from a range of financial instruments, including stocks, bonds, and ETFs.
- Regular portfolio rebalancing to maintain optimal asset allocation.
- Easy account setup and management, with low minimum investment requirements based on your preferences.
- Access to real-time account information and performance tracking.
- Transparent fee structure with low costs compared to traditional financial advisors.
- Integrated option for clients to speak with financial advisors for additional support and guidance.
MyWealth robo-advisory platform provides a convenient, low-cost, and automated way for investors to manage their portfolios, especially for those who prefer a hands-off approach to investing.