2021 is finally here, and we understand the challenges from 2020 are lingering into the new year. It’s more important than ever to choose technology you can trust.
The wealth management industry faced several obstacles last year. Yet throughout the market turmoil, the RobustWealth platform stood strong. In mid-March 2020, we processed the greatest amount of trade orders ever and were able to accommodate the influx of demand with little to no issues.
Over the last couple of months, we’ve made several updates to our system, so it continues to best support your shifting needs in this ever-changing environment. Here’s how you can take advantage of these changes this year:
Preset trade automation for various client segments
Segmentation has always been one of our most popular features, giving advisors the ability to classify client account types and customize service for those individual buckets.
Now, you have the option to automate trading by segment and allow our in-house team to facilitate trading on your behalf. The best part? You can choose to switch off automated trading at any time with the click of a button. So far, we’ve seen the majority of our platform users opt into trade automation, and we expect this trend to continue throughout 2021. Automated trading is a huge time-saver, especially as our industry continues to shift its focus to holistic financial planning services that demonstrate deeper value for clients.
Familiarize yourself with digital money transfer
New to our platform this past fall, digitized ACATS removes the hassle of paperwork you’d normally encounter with account transfers, such as a 401(k) rollover. Here, we host a wide variety of integrations with external institutions such as Merrill Lynch, Morgan Stanley, TD Ameritrade, Pershing, and many others. Our favorite part? In just a few minutes, you have complete oversight of the transfer and can monitor client progress the whole time.
Stop by our Advisor Help Center
Coming in early February, visit the improved Advisor Help Center where you can visit numerous frequently asked questions about the portal and get in touch with our team members immediately.
Here, you will find training materials and resources that help you take full advantage of our technology. New this year is the ability to submit a help desk ticket directly for even faster support.
Whether you’ve been with us for years or are new to the platform, we’re excited to show you these features in action. As always, our goal is to save you time, so you can focus on your clients. After all, they need you now more than ever.
How is RobustWealth serving advisors?
Learn about our technology solutions by requesting a demo today.
Investing involves risk, including possible loss of principal.
Returns represent hypothetical performance and do not guarantee future results. Share price, principal value, and return will vary, and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted.
The subject matter in this communication is educational only and provided with the understanding that RobustWealth, Inc.® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.