Summary: Sold exclusively to investment advisors, Upside is a roboadvisor offering a full range of financial planning and wealth management needs. Unlike a Jemstep, this product offers actual investment services includign creating an asset allocation and the actual investment of the funds. From onboarding to automated trading, this product allows investment advisors to offer services to all potential clients who might otherwise have too small of an account to fit their previous investment minimums. Automating the investment process as a white-label solution, Upside offers investment advisors another avenue of growth.
Offering: Upsides product is a roboadvisory service that covers both financial planning as well as investment management. The software allows an RIA to use a personalized onboarding webpage with their own company logo and utilizes a similar questionnaire to that of other roboadvisors that guages the clients risk appetite as well as investment goals. The software then covers the planning aspect by figuring out how to meet those goals based upon risk and expected return and creates an optimal portfolio. Upside automates trading, rebalancing, as well as facilitates a client web portal for viewing.
Fee: Varies - Unknown
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There are many roboadvisors to choose from; each with distinct characteristics and a wide variety of services offered. We break down the similarities and differences between these firms here at The List.