ModernAdvisor
HQ Address
Suite 300, 1110 Hamilton St, Vancouver, BC V6B 2S2, Canada
Website Address
Business introduction
We help you get the most out of your money
Whether you need a hassle-free investment solution or are looking to work one-on-one with a portfolio manager, we have you covered
ModernAdvisor is an online and automated investing service (robo-advisor) that offers Canadians a better and lower cost way to invest for their future. The company complements expert investment insights with proprietary algorithms and an interactive website to bring sophisticated and low-cost investment management to every Canadian. ModernAdvisor is a registered portfolio manager in all Canadian provinces as well as the Northwest Territories.
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 ...
