Author Archives: Shannon Rosic

Goodbye, Cumbersome Onboarding. Hello, Streamlined Wealth Management.

Last summer, we enhanced our onboarding capabilities as part of our upgraded advisor platform. We kept it flexible, with options for advisor-driven or client self-directed onboarding, enabling advisors to service and personalize each client experience. Advisors can customize the risk tolerance questionnaire, hone goal planning and design investment strategies alongside a client or allow them to work through the process independently while tracking their progress. … Read More

Taking Your Bank Digital? Here’s How We Can Help

When it comes to supporting community and regional banks, we understand that providing an online offering that cultivates the same level of trust, flexibility and security that customers have come to expect from their regional branch is critical. Our mission is to enable you to make wealth management services more accessible to your customers by creating operational efficiencies through digitization. … Read More

Lost in the Digital Divide? Here Are 3 Benefits of Banks Making the Switch

When the pandemic hit last year, it brought the significance of digital banking to the forefront. Many banks were not prepared to service customers virtually due to antiquated systems that were unable to handle the demand.1 While the concept of banks going digital isn’t new, the pandemic has accelerated a phenomenon that was already taking place. … Read More

3 Ways Wealthtech Is Adding Value for Advisors and Their Clients

Wealthtech has ignited a revolution within the financial services industry. What we’re most excited about here at RobustWealth is how this rapid pace of innovation has impacted wealth management at the firm level. Clients are seeking out advisors who can help them reach their financial goals, and advancements in technology are making it easier than ever for advisors to do just that. … Read More

Carving Out a Career in WealthTech: RobustWealth Takes on Virtual Career Day

As the wealthtech space continues to grow, there are new and exciting career opportunities for future generations to explore. Our Head of Product Development, Jess Wooke, recently sat down with students of New Jersey’s Marlboro High School (virtually) to share her experience and how to pursue careers in STEM fields (science, technology, engineering and mathematics). … Read More

RobustWealth Enhances Online Financial Planning Experience

RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. … Read More

New Year, New Ways to Leverage Our Platform

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. Learn how you can take advantage of these changes this year. … Read More

Stressed Out Clients? 3 Ways Advisors Can Help

With investors not able to meet with their advisor in-person, many are struggling to understand what investment choices make sense in this challenging environment. But this is good news for advisors looking to add value to their current clients and prospects. As this rollercoaster of a year begins to wrap up, here are three ways advisors can quell those end of year financial doubts. … Read More

3 Ways Our Enhanced Billing Platform Could Save You Time

As the world around us becomes increasingly more automated, it’s important that wealth management technology keeps up. On top of that, we understand that advisors want a billing solution that’s designed to support their business through streamlined operations. That’s why we’ve listened to feedback and incorporated those recommendations into our new billing system. … Read More

Meet The Team: Our 2020 Summer Interns

By: Mike Kerins, Founder and CEO of RobustWealth The unprecedented global pandemic has turned business as usual on its head. In turn, many companies struggled with how to move forward with their summer internship programs. We continued to look toward … Read More