LAMBERTVILLE, N.J.,
Aug. 29, 2017 /PRNewswire/
-- RobustWealth, a digital wealth platform designed for
financial advisors, has created an online, comprehensive investment
management and back-office administrative solution for XY
Investment Solutions (XYIS), a recently launched subsidiary TAMP of
XY Planning Network (XYPN).
The XYIS TAMP solution, powered by RobustWealth's fully
integrated platform, will be offered to XYPN's 450+ advisors, who
primarily serve Gen X and Gen Y clients providing financial
planning and supporting investment management solutions.
RobustWealth was designed by advisors for advisors, and offers
features such as automated billing, custom glide paths, document
vaults, goal-based institutional-quality investments, model
portfolios and rebalancing. RobustWealth makes it easy for advisors
to quickly onboard clients, who will also have access to the
platform via a user-friendly portal.
"Advisors and digital wealth platforms can greatly complement
each other, especially in practices that serve tech-savvy clients,"
says Rick Frisbie, CEO of
RobustWealth. "XYPN was the perfect partner for our platform, and
we are proud to support XYIS, a relationship that benefits both
parties. We hope they enjoy the many features our platform offers,
all of which were designed with advisors' best interest in
mind."
"The XYIS platform, powered by RobustWealth, allows our advisors
to focus on the core financial planning value propositions they do
best, and outsource their model management trading and back-office
administrative functions like rebalancing and account opening,"
says Alan Moore, co-founder of XY
Planning Network and XY Investment Solutions.
The digital wealth platform was created with help from TD
Ameritrade Institutional, a provider of brokerage and custody
services to more than 5,000 independent registered investments
advisors (RIAs). Last year, TD Ameritrade Institutional joined
forces with XYPN to provide dedicated service and
business-development support for XYPN members.
About RobustWealth:
RobustWealth is a digital wealth
management platform built by and for investment advisors, and
engineered to satisfy their unique needs. It integrates previously
modular features into one seamless suite that advisors can leverage
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.
About XY Planning Network:
The XY Planning Network is
the leading organization for fee-only financial advisors who want
to serve their Gen X and Gen Y peers providing comprehensive
financial planning services for a monthly subscription fee and
without product sales or asset minimums. The Network offers a
virtual community for new and established financial advisors who
want to serve a younger clientele, and provides its members
compliance support services, marketing support, business tools and
templates, and a wide range of technology solutions.
About TD Ameritrade Holding Corporation:
Millions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade's (NASDAQ:AMTD) technology, people and
education to help make investing and trading easier to understand
and do. Online or over the phone. In a branch or with an
independent RIA. First-timer or sophisticated trader. Our clients
want to take control, and we help them decide how - bringing Wall
Street to Main Street for more than 40 years. TD Ameritrade has
time and again been recognized as a leader in investment services.
Please visit TD Ameritrade's newsroom or www.amtd.com for more
information, or read our stories at Fresh Accounts.
Contact
Gregory FCA for RobustWealth
610-228-2103
robustwealth@gregoryfca.com
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SOURCE RobustWealth