ModernAdvisor

Financial ServicesBritish Columbia, Canada11-50 Employees

ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.  

We believe our commitment to hybrid advice sets us apart in the industry.  We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management.

This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc.

In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.

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