Advisor Built, Client Approved
Streamlined Back Office
RobustWealth reduces your back office workload so that you can spend more time with your clients. We make the financial planning process simple. We streamline everything from paperless account opening to cloud-based electronic record storage.
Paperless Document Signing
Industry-Leading Investment Technology
Behavioral Risk Tolerance
Personalized risk tolerance frameworks that work seamlessly and efficiently with our intelligent rebalancing engine.
Allows you to easily create bespoke glide paths to meet your clients’ financial goals.
Centrally managed persistent server scanning for:
We protect the private information you trust with us. We will never share any of your information with outside sources or third parties without your express permission.
Centrally managed and persistent servers that scan for log abnormalities, file integrity and malware.
We use Secure Sockets Layer (SSL) to encrypt data being transferred between your web browsers and ours.
Multi-level verification and token-verification ensure that your accounts stay safe from unauthorized users.
Enhanced Client Dashboard
RobustWealth’s straightforward and practical dashboard helps your clients understand what is going on with their investments. Our intelligent graphing system enables your clients to see and understand their goals and their portfolio health. If they have any questions or concerns, connecting with you is never more than a click away.
Is your client getting the best features?
- Advisor Attached to Account
- Advanced Rebalancing
- Advanced Tax-loss Harvesting
- Client Dashboard
- Customized Risk Tolerance
- Goal-based Investing
- Low Automation Fee
- Low Technology Fee