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5 Questions Advisors Aren't Asking When Selecting a Robo
VestmarkONE Robo Solution - Key Highlights
Executing the right mix of digital and human advice requires a segmentation and distribution strategy best implemented by a technology partner that has the domain expertise to define and create a highly client-centric model.The VestmarkONE Robo Solution is a comprehensive platform that enables wealth management organizations to leverage the most effective aspects of human and automated advice delivery.
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Manage the platform alongside mutual fund advisory, ETF advisory, separately managed accounts (SMAs), unified managed accounts (UMAs) and Rep discretionary programs.
Tailor how investors self-assess their investment needs and automatically generate a recommended portfolio utilizing a full-breadth of advisory solutions.
Facilitate advisor-investor interaction in real-time through a user and compliance-friendly private interface.
Leverage flexible integration options with custodians, trading partners, and other internal and external systems.