Robert Cortright, CEO of DriveWealth, said:
“We are thrilled to partner with DriveWealth, whose expertise in brokerage services, combined with our experience developing tailored robo-advisory solutions, has resulted in a platform that we believe will transform the digital wealth space. We are confident that this end-to-end service for financial institutions in the U.S. will be a game changer in simplifying investing.”
The platform features an advisor dashboard as well as a CIO dashboard that provides portfolio-building capabilities by assisting in the simulation, creation, and rebalancing of portfolios. The application for clients offers them the ability to manually adjust investment goals, access live investments and perform analyses of investments.