ModernAdvisor
HQ Address
1880 - 1075 West Georgia Street, Vancouver, BC V6E 3C9, Canada
Website Address
Business introduction
Investing, simplified
Our smart technology and experienced portfolio managers simplify the investment process for all of your financial goals
ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.
We believe our commitment to hybrid advice sets us apart in the industry. We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management.
This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc.
In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.
ModernAdvisor Solutions
ModernAdvisor
Tried and tested methodology We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you. 1/2 the fees of traditional advisors Smart technology, online meetings, and centralized operations allow us to keep your costs low without sacrificing service or the quality of advice. Safe and......
business needs
view solutionModernAdvisor Pro
ModernAdvisor Pro gives you the tools you need to manage your practice, so you can focus on building your client relationships Administration Compliance KYC process Paperwork Account opening Investment selection Account management Rebalancing Tax loss harvesting Portfolio optimization Tax optimization Reporting Account statements Communication Benefits of ModernAdvisor Pro Seamless client onboarding Your very own support team Online and on-demand Monitor everything in one place Low-cost for your clients Flexible pricing ...
