Investment Management - San Francisco, California, United States
Upside was acquired by Envesnet (NYSE:ENV) in February 2015.Upside helps registered investment advisors beat the "robo-advisors" by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company's fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics in an intuitive, design-led user interface.http://www.envestnet.com/advisornow
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