“[Those are] some pretty unique things and pretty unique value propositions that I’m hearing.” – Bill Winterberg, FPPad
Bill Winterberg, Founder and President of FPPad.com caught up with our very own VP, Advisor Services, Ryan Horvath at the 2018 National LINC Conference earlier this week. In the 3-minute interview, Ryan shared why RobustWealth is the complete wealth management platform by providing:
- Complete Technology Stack
- Investment Models
- Goal-based Investing
Ryan also shared how RobustWealth is putting client feedback into action with exciting new product developments including the platform’s Client Segment Settings. This capability allows advisors to customize the experience for their clients and makes it really easy to optimize smaller accounts.
The duo covered plenty more, watch the full video for the whole conversation.