Feature in Financial Advisor Magazine

RobustWealth Financial Advisor Magazine Platform Feature

May started off on a high note for RobustWealth. On the first of the month, a ‘First Look’ into the RobustWealth platform was featured on Financial Advisor Magazine online. The article, written by Joel Bruckenstein, gives an in-depth look at our platform. Joel begins by acknowledging how the robo-Advisor space while still new, has taken off. He goes on to say that he thinks RobustWealth, “looks like it may soon have what it takes to compete in what has become a crowded segment.” Before diving deep into the platform, Mr. Bruckenstein compliments our leadership team for their “impressive credentials” and past work experiences. Joel mentions our Founder, Mike Kerins, CFA, FRM by saying, “Clearly, he understands the investment side of the business.” Joel highlights features of the RobustWealth platform including our multi-custodial capabilities, our asset allocation models and sophisticated investment frameworks.

Joel highlights the flexibility of the RobustWealth platform by saying:

“It offers simple yet sophisticated portfolio construction tools, automated trading and rebalancing, a powerful yet simple billing module, the ability to provide tactical asset allocation, a nice advisor dashboard and a client portal. These capabilities allow advisors to offer a private label robo-advisor to their clients if they want to, but even if they don’t, the platform can still automate their traditional business.”

To read the whole article, CLICK HERE.

Comments are closed.