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Making the decision to provide a digital wealth offering for your business is complex and time consuming. Be prepared to ask the right questions as you evaluate vendor offerings, read our thoughts on the topic.


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.

Download our solution sheet to learn more. 

  •  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.