Advisor Platform

Minimize Hassle. Maximize Relationships.

Manage your full book of business and connect with your clients digitally.

Manage Clients 2

Manage Clients

View and analyze the information you need to provide appropriate client advice with a few clicks. 

Manage Business 2

Manage Your Business

Oversee activity at your firm and access key data to customize services to the unique needs of your business.

Automation at Work

Pass on paperwork and tedious tasks, so you can refocus your energy on what matters most - building relationships with your clients.

RobustWealth Advisor Platform

Flexible Investment Models

Assign model portfolios, configure existing frameworks, or create your own.

Personalized Portfolios

Our Asset Allocation Engine factors your client's goals, time horizon, and risk tolerance to create a plan that's right for them - and keeps it on track with automated rebalancing.

The RobustWealth Asset Allocation Engine
RobustWealth Advisor Portal - Customer Loyalty

Customizable Brand Settings

Continue to build customer loyalty by keeping your brand front and center with flexible logo, colors, fonts, and image settings.