Author Archives: Shannon Rosic

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

Advisor Platform

RobustWealth Introduces New Iteration of Advisor Platform

RobustWealth is thrilled to announce the release of our Advisor 2.0 platform, accompanying our recently released Client 2.0 portal.  The intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, … Read More