We are a robust digital partner.
InvestmentPOD empowers traditional human advisors with advanced digital & automated investing capabilities.
revolutionary digital investment platform
Our sophisticated approach efficiently delivers advisors a custom white-labeled platform with advanced technology & high net worth investing strategies.
best in breed
trading & rebalancing
Evolve your trading capabilities with automated digital investing strategies, freeing up your advisors to focus on clients & business development.
Dynamic Strategies at Robo pricing
Our advanced automated investing algorithms provide multi-strategy & asset diversification (Passive, Opportunistic, and Defensive), all while lowering trading costs.
Open architecture means easy integration
We've designed our integration process to be as easy and efficient as possible: we'll even automate your existing strategies & add them onto your new white-labeled platform!

Get Started with Digital Technology. Download our Guide Today!

Technology is changing everything.

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.
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.

InvestmentPOD is the first digital wealth management platform to offer multi-strategy portfolios.

The three core tenets of a comprehensive wealth management portfolio are the POD:
Passive, Opportunistic and Defensive.

You can mix and match to create unique portfolios for your clients that are
diversified across both assets and strategies.

Automated Daily Risk Management is now available.

As market volatility increases, it is more important than ever to offer automated risk management to your clients. InvestmentPOD's automated defensive strategies makes this not only possible for your firm but easily affordable.
For the past 100 years, buy and hold strategies have resulted in significant losses at least once every 10 years during market cycles. These losses can devastate a portfolio. Remember the 2008 financial crisis? Or when the tech bubble burst in 2000? The Asian Financial Crisis of 1997? How about Black Monday in 1987...there are numerous examples going all the way back to the Great Depression.

Latest academic studies have shown that combining Opportunistic & Defensive strategies to complement a Passive portfolio, over the long run, generates equal or higher returns with lower drawdowns than Passive on a standalone basis. InvestmentPOD gives you the opportunity to create portfolios that can maneuver through market cycles and stand the test of time. With InvestmentPOD, you combine digital automation and advanced investment strategies with your human expertise to create a new wealth management solution.

RECOGNITION FOR INNOVATION

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AS FEATURED BY:

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OUR PARTNERING BROKERS:

(Don't see yours listed here? We can integrate with any broker custodian. Just let us know who you prefer when you contact us.)
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