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Goodbye, Cumbersome Onboarding. Hello, Streamlined Wealth Management.

Last summer, we enhanced our onboarding capabilities as part of our upgraded advisor platform. We kept it flexible, with options for advisor-driven or client self-directed onboarding, enabling advisors to service and personalize each client experience. Advisors can customize the risk tolerance questionnaire, hone goal planning and design investment strategies alongside a client or allow them to work through the process independently while tracking their progress. … Read More

5 Reasons To Marry Wealthtech and Goals-Based Planning

Gone are the days of the one-size-fits-all investment model. Today’s investors increasingly value and expect holistic advice that will help them achieve competing goals through a wide range of dynamic investment strategies. Leveraging a wealthtech platform that is built for goals-based financial planning can help advisors more efficiently personalize plans according to client needs. … Read More

Taking Your Bank Digital? Here’s How We Can Help

When it comes to supporting community and regional banks, we understand that providing an online offering that cultivates the same level of trust, flexibility and security that customers have come to expect from their regional branch is critical. Our mission is to enable you to make wealth management services more accessible to your customers by creating operational efficiencies through digitization. … Read More

Lost in the Digital Divide? Here Are 3 Benefits of Banks Making the Switch

When the pandemic hit last year, it brought the significance of digital banking to the forefront. Many banks were not prepared to service customers virtually due to antiquated systems that were unable to handle the demand.1 While the concept of banks going digital isn’t new, the pandemic has accelerated a phenomenon that was already taking place. … Read More

3 Ways Wealthtech Is Adding Value for Advisors and Their Clients

Wealthtech has ignited a revolution within the financial services industry. What we’re most excited about here at RobustWealth is how this rapid pace of innovation has impacted wealth management at the firm level. Clients are seeking out advisors who can help them reach their financial goals, and advancements in technology are making it easier than ever for advisors to do just that. … Read More

Carving Out a Career in WealthTech: RobustWealth Takes on Virtual Career Day

As the wealthtech space continues to grow, there are new and exciting career opportunities for future generations to explore. Our Head of Product Development, Jess Wooke, recently sat down with students of New Jersey’s Marlboro High School (virtually) to share her experience and how to pursue careers in STEM fields (science, technology, engineering and mathematics). … Read More

RobustWealth Enhances Online Financial Planning Experience

RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. … Read More

New Year, New Ways to Leverage Our Platform

Over the last couple of months, we’ve made several updates to our system, so it continues to best support your shifting needs in this ever-changing environment. Learn how you can take advantage of these changes this year. … Read More

3 Ways Female Advisors and FinTech Can Dominate In 2021

At this time last year, no one could have predicted the events of 2020. In response, advisors have learned to navigate a challenging environment that will likely spill into 2021. To help navigate this landscape, we outlined key considerations and how they could impact your business. … Read More

4 Trends Advisors Should Consider Going into 2021

At this time last year, no one could have predicted the events of 2020. In response, advisors have learned to navigate a challenging environment that will likely spill into 2021. To help navigate this landscape, we outlined key considerations and how they could impact your business. … Read More