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.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 1075 W Georgia St, 1880,canada
- Phone
- +1 (604) 259-0630
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- modernadvisor.ca
- Keywords
- Investment Advice, Investment management, Financial Services, ETF management, RRSP & TFSA management.
- HQ
- Vancouver, British Columbia
Modernadvisor Questions
Modernadvisor's helpline number is +1 (604) 259-0630
Modernadvisor's website is modernadvisor.ca
Modernadvisor's LinkedIn profile is https://ca.linkedin.com/company/modern-advisor
Modernadvisor has
13 employees.
View email and phone details for 13
employees at Modernadvisor.
Modernadvisor's industry is
Investment Management
Modernadvisor's top competitors are
Modern Advisors,
Guardian Capital Group,
Spring Planning,
Questrade Financial Group,
Guardian Partners,
Sterling Capital Management Llc,
Attesto,
Glidepath Portfolio Services Inc.,
Justwealth,
Agincourt Capital Management, Llc.
Modernadvisor's categories are Investment Management
Modernadvisor's founding year is 2013
