RobustWealth has launched its new
robo adviser platform offering private label, institutional investment
The platform integrates various services including behavioral glide
path algorithms, tax-loss harvesting and volatility mitigation overlays. It is
designed to support advisers rather than compete with them, the firm says.
Advisers can use the digital solution
for financial data aggregation, goal-based investing, and a combination of
active and passive investment management in an open architecture format. The
platform also allows advisers to load their own portfolio strategies. Advisers
can customize their portfolios with goal-based construction. The firm’s private
label funds encompass various asset classes including equities, fixed income, real
estate, and commodities.
The firm notes, “RobustWealth
deploys a proprietary intelligent rebalancing algorithm. In addition to
incorporating sophisticated volatility harvesting technology, we also take into
account diversification, drift, target asset allocation, tax outcomes, and trading
costs. We help advisers efficiently and systematically stay on top of client
portfolios when market volatility is high, taking the emotion out of
rebalancing. Volatility and tax harvesting has been shown to improve returns
over the long-run. It is a more intelligent way to consider rebalancing
robo adviser also features billing/remittance support, document vaults, and electronic account
For more information, visit RobustWealth.com.