RobustWealth

About

Originally invested in by investment advisors, RobustWealth is a digital wealth management platform built for their needs. RW integrates previously modular features into one seamless suite. Advisors leverage the platform to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private labeled environment customized to the advisor’s brand. Portfolio solutions can easily be made bespoke for the client. RobustWealth only charges its low fees when automated rebalancing services are turned on. Otherwise, the suite of investment, operational & technology optimizers are provided free of charge.

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Products / Services

The RobustWealth platform:client platform – simplified onboarding; complete visibility; configurable self-service experience;advisor platform – automation at work; flexible investment models; personalized portfolios; customizable brand settings;enterprise platform – information at your fingertips; easy access;

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

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Partnership

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