Technology

Digital Wealth Platform Creates Online Investment Solution

Robbie Lawther Reporter August 30, 2017

Digital Wealth Platform Creates Online Investment Solution

The solution was created with help from brokerage service firm TD Ameritrade Institutional.

Robust Wealth, a digital wealth platform designed for financial advisors, has created an online investment management and back-office administrative solution for XY Investment Solutions, a recently-launched subsidiary TAMP of XY Planning Network.

The XYIS TAMP solution, powered by RobustWealth’s fully integrated platform, will be offered to XYPN’s group of more than 450 advisors, who primarily serve Gen X and Gen Y population segments, the firms said in a statement.

The digital wealth platform was created with help from TD Ameritrade Institutional, a provider of brokerage and custody services to more than 5,000 independent registered investments advisors.

"The XYIS platform, powered by RobustWealth, allows our advisors to focus on the core financial planning value propositions they do best, and outsource their model management trading and back-office administrative functions like rebalancing and account opening," says Alan Moore, co-founder of XY Planning Network and XY Investment Solutions.

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