Client Platform

Build Trust Through Transparency

Simplified Onboarding

Quickly get clients started with client and advisor directed onboarding, so you can begin setting goals and customizing their plan.

RobustWealth Client Onboarding
RobustWealth Client Platform Dashboard

Complete Visibility

Empower clients with a detailed view of their progress, potential, and plan for the future.

Configurable Self-Service Experience

Create and manage a plan that matches your client's personal goals, target date, and risk tolerance - all in one place.

RobustWealth Client Platform

Your Platform, Your Brand

Stay top of mind by keeping your logo and branding at the center of the client experience.