As the large-scale adoption of robo-type investment services forces advisors to change their approach,
firms with manual infrastructures face cost pressures and the inevitability of declining fees.
Many industry experts are predicting that the traditional 1% AUM fee business model for RIAs will be
disrupted by 2019
, adding to the urgency for change.
To solve for this industry issue, InvestmentPOD is empowering human advisors with advanced capabilities to reinvent their businesses.
With InvestmentPOD's white-label solution, wealth advisors can evolve their offerings with automation, efficiencies, and sophisticated trading strategies.