RobustWealth's Complete Wealth
Management Platform
Your Clients, Your Practice, Your Brand
Run
Advisor & Client Dashboard
Automate Your Billing!
Tax-efficient Rebalancing
Grow
Accommodate In-kind Transfers
Document Vault
Paperless Onboarding
Private Label Everything!
Succeed
Allocate Around Pre-existing Holdings!
Goal-based Inst’l Quality Investment Solutions
Open Architecture
The Ultimate in Flexibility
RobustWealth delivers the ultimate in flexibility for your clients’ investment needs.
1
Model Portfolios
Assign our pre-built asset allocation model portfolios, easily load yours (we are happy to, as well), &/or use partner model portfolio strategies.
2
Risk Frameworks
Determine an individualized risk score on your client’s behalf, and we will interpolate a bespoke portfolio that is customized specifically for them.
3
Glide Paths
Personalize goal-based glide paths based upon your clients’ risk sensitivities and wealth needs.
Our background is in both financial technology and investing. RobustWealth's investment processes incorporate long term capital markets expectations, strategic allocations, and the ability to implement tactical overlays. We include some low cost alternative strategies as a means to provide return diversification & risk mitigation. RobustWealth strives to be a low fee leader, and aspires to deliver the most value possible.
Technology Stack
| Absolute Private Label | Advisor Portal & Client Dashboard | Automated Billing of Custodians |
| Clients Retain Their Account Numbers | Customize Fee Schedules | Document Vault Storage Services |
| New ETFs & Mutual Funds Easily Added | Paperless Account Opening & Client Onboarding | Transfer Clients’ Securities In-kind |
We strive to be a low cost provider. We charge a small technology fee and apply our automation fee only when the Advisor turns 'Automation on' for an account.