Financial advisors will have access to a full suite of investment, operations and technology tools via the BaseCAMP platform
LAMBERTVILLE, N.J. – May 16, 2017 – RobustWealth announced a new installment of its automated wealth management platform, engineered for investment advisors. The updated platform seeks to reduce the administrative burden on advisors by seamlessly integrating a comprehensive suite of features.
The upgrade offers a full suite of private label technology services and institutional-quality investment tools, which advisors can easily access to optimize their practices. During May and June, RobustWealth’s BaseCAMP will be available to advisors at special pricing.
“Advisors across the country have been starved for a platform that not only offers advanced automated trading, but also solves their biggest administrative headaches, such as household rebalancing and performance reporting,” said Mike Kerins, CFA®, Founder and COO of RobustWealth. “RobustWealth goes beyond the basics of a traditional robo-advisor and offers a one-stop-shop of solutions aimed at helping advisors and allowing them to focus on what they do best: servicing clients.”
BaseCAMP represents the technology stack of integrated features upon which investment models and automated trading reside.
Suite of Technology Features:
Advisor and client dashboards, automated billing, bank transfers, complete private labelling, customizable client fee schedules, document vaults, household rebalancing, paperless client onboarding and performance reporting.
Investment Model Portfolios:
Models can be the advisor’s, RobustWealth’s, mutual fund partners’ and/or individualized goal-and-risk based frameworks.
Automated rebalancing via RobustWealth’s tax-and-volatility cognizant trading algorithms.
RobustWealth is a digital wealth management platform built by and for investment advisors, and engineered to satisfy their unique needs. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private-labeled environment, customized to the advisor’s brand. Portfolio solutions can quickly be made bespoke for the client. RobustWealth is headquartered in Lambertville, New Jersey, and has offices in Denver and the San Francisco Bay Area.
RobustWealth: Climb On.
Gregory FCA for RobustWealth
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