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.
Company Details
- Address
- 46175 Westlake Drive, Suite 100, Potomac Falls,virginia 20165,united States
- Phone
- (703)773-7006
- in****@****pod.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- investmentpod.com
- Keywords
- Dynamic Investment Strategies, Wealth Management, Trading & Execution, Technology Integrations, Risk Management.
- HQ
- POTOMAC FALLS, Virginia
Investment Pod, Llc Questions
Investment Pod, Llc's helpline number is (703)773-7006
Investment Pod, Llc's website is investmentpod.com
Investment Pod, Llc's LinkedIn profile is https://www.linkedin.com/company/investment-pod-llc
Investment Pod, Llc's industry is
Investment Management
Investment Pod, Llc's top competitors are
Index Fund Advisors, Inc.,
Jozii,
Satire Capital,
Investment In Nature,
Boca Wealth Advisors,
Aj Smith Music,
Advisors & Partners,
Lvlup Ventures,
Investment Designers, Inc.,
Outlander Vc.
Investment Pod, Llc's support email address is investorrelations@investmentpod.com
Investment Pod, Llc's categories are Investment Management
