In today's competitive marketplace, wealth advisors are facing new challenges from emerging technologies that seek to disrupt the way in which consumers plan their financial futures.

It’s no secret that the business of wealth management is changing: market volatility is on the rise and the innovation of ETFs has rendered traditional hedge funds and mutual funds (due to their high cost and illiquidity) obsolete. Meanwhile, clients are becoming more sophisticated and want a new experience from their financial advisor - one that is more transparent and powered by technology to better fit the more complex operating environment of today.

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. The good news for advisors is the automation efficiencies and sophisticated trading strategies to compete in a robo-commoditized marketplace are now available via InvestmentPOD.

Whether you are an institution managing billions of dollars or a wealth advisor managing a $100,000 individual client, InvestmentPOD will position your firm for growth in today’s competitive market.