Standout features of 10 robos aimed at advisory firms
Trizic
This platform was built for advisers from the beginning, which the company says makes it more robust and scalable for large advisory firms, or even broker-dealers.
Among its best features are that it integrates advisers' custom investment models and supports multiple asset types, including exchange-traded funds, equities and mutual funds.
Its largest client is John Hancock Manulife, and it has about 60 RIA firms running the platform, including Level Four Advisory Services and Creative Planning. " />
This platform was built for advisers from the beginning, which the company says makes it more robust and scalable for large advisory firms, or even broker-dealers.
Among its best features are that it integrates advisers' custom investment models and supports multiple asset types, including exchange-traded funds, equities and mutual funds.
Its largest client is John Hancock Manulife, and it has about 60 RIA firms running the platform, including Level Four Advisory Services and Creative Planning. " />
Trizic
This platform was built for advisers from the beginning, which the company says makes it more robust and scalable for large advisory firms, or even broker-dealers.
Among its best features are that it integrates advisers' custom investment models and supports multiple asset types, including exchange-traded funds, equities and mutual funds.
Its largest client is John Hancock Manulife, and it has about 60 RIA firms running the platform, including Level Four Advisory Services and Creative Planning.