INVESTMENT POD, LLC

Investment ManagementUnited States2-10 Employees

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.

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