LAMBERTVILLE, N.J.--(BUSINESS WIRE)--RobustWealth, a digital wealth platform designed specifically for investment advisors, has attracted more than $500 million to its platform, in the five months it has been operationally functional.
RobustWealth was able to cross that threshold with the addition of 93 new advisors from 25 firms since Jan. 1, 2017. The private label platform offers an integrated suite of technology services and digital wealth tools, including automated rebalancing, bespoke investment models, bank transfers, custodial billing and paperless onboarding with document vaults.
“RobustWealth has been embraced by financial advisors because it seamlessly solves pain points that we knew many of them faced: a stack of different technology vendors, rather than an integrated suite of features, which also alleviates the burden of manual rebalancing,” Rick Frisbie, CEO of RobustWealth, said. “The swift adoption rate and amount of assets we’ve attracted is a testament to the harmonious relationship that financial advisors and robos can and should have, as long as the robo is designed with the advisor in mind.”
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017, and will be available to advisors at special pricing throughout May and June.
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. RobustWealth is headquartered in Lambertville, New Jersey, and has offices in Denver and the San Francisco Bay Area.
For more information and the latest updates on RobustWealth, please visit us on LinkedIn: https://www.linkedin.com/company/robustwealth
RobustWealth: Climb On.