Standout features of 10 robos aimed at advisory firms
Schwab's Institutional Intelligent Portfolios
About four months after introducing its automated investing platform for retail investors, Charles Schwab & Co. launched its adviser-focused version in June 2015.
It supports customizable portfolios from 950 exchange-traded-funds, but probably its biggest asset is being backed by Schwab's vast resources and reputable name.
Three of the advisory firms it's worked with are HawsGoodwin Financial, Level Financial Advisors and SWS Partners." />
About four months after introducing its automated investing platform for retail investors, Charles Schwab & Co. launched its adviser-focused version in June 2015.
It supports customizable portfolios from 950 exchange-traded-funds, but probably its biggest asset is being backed by Schwab's vast resources and reputable name.
Three of the advisory firms it's worked with are HawsGoodwin Financial, Level Financial Advisors and SWS Partners." />
Schwab's Institutional Intelligent Portfolios
About four months after introducing its automated investing platform for retail investors, Charles Schwab & Co. launched its adviser-focused version in June 2015.
It supports customizable portfolios from 950 exchange-traded-funds, but probably its biggest asset is being backed by Schwab's vast resources and reputable name.
Three of the advisory firms it's worked with are HawsGoodwin Financial, Level Financial Advisors and SWS Partners.