RobustWealth Complete Wealth
Your Clients, Your Practice, Your Brand
Advisor & Client Dashboard
Automate Your Billing!
Accommodate In-kind Transfers
Private Label Everything!
Allocate Around Pre-existing Holdings!
Goal-based Inst’l Quality Investment Solutions
The Ultimate in Flexibility
RobustWealth delivers the ultimate in flexibility for your clients’ investment needs.
Assign our pre-built asset allocation model portfolios, easily load yours (we are happy to, as well), &/or use partner model portfolio strategies.
Determine an individualized risk score on your client’s behalf, and we will interpolate a bespoke portfolio that is customized specifically for them.
Personalize goal-based glide paths based upon your clients’ risk sensitivities and wealth needs.
Our background is in both financial technology and investing. RobustWealth's investment processes incorporate long term capital markets expectations, strategic allocations, and the ability to implement tactical overlays. We include some low cost alternative strategies as a means to provide return diversification & risk mitigation. RobustWealth strives to be a low fee leader, and aspires to deliver the most value possible.
|Absolute Private Label||Advisor Portal & Client Dashboard||Automated Billing of Custodians|
|Clients Retain Their Account Numbers||Customize Fee Schedules||Document Vault Storage Services|
|New ETFs & Mutual Funds Easily Added||Paperless Account Opening & Client Onboarding||Transfer Clients’ Securities In-kind|
We only charge for our automated rebalancing services when you turn them ‘on’ (20 basis points and tiering down).
The technology experience is otherwise without charge.