ModernAdvisor
Investment Bank/Securities Brokerage - Vancouver, British Columbia, CA
ModernAdvisor Senior Management
ModernAdvisor Details
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.
ModernAdvisor Technologies
Email Providers
Gmail
Widgets
SumoMe
Email Delivery
Mailchimp Mandrill
Other
Google Apps
Hosting
Amazon AWS
Analytics and Tracking
Woopra