The Platform Suite Designed
for Advisors by Advisors

It's time to say goodbye to partial solutions and service providers who compete with you.

Private Label Everything

You have worked hard to create a unique identity, so why lose it behind someone else?
Take the spotlight with RobustWealth’s complete private label solution.

Picture Your Communications

All portal communications privately branded

Picture Your Login

Personalized & privately branded advisor & client portal

Picture Your Client

Allow your clients to view account information & wealth projections

Easily Optimize Your Practice!

  • Add New ETFs and Mutual Funds
  • Automate Your Billing
  • Clients get to Keep Their Account Numbers
  • Document Vault
  • Easily Customize Fee Schedules
  • Fast Paperless Client Onboarding
  • One Week Firm Activation Process with Custodian
  • Quickly add IARs with Different Admin Rights
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Reduce Costs, Improve Productivity & Increase Operational Efficiency with RobustWealth​

Advisor’s Headache

Modular, Expensive, Complicated
 
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RobustWealth's complete Wealth
Management Platform

Starting at only 20 bpts
 
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