InvestmentPOD is a digital wealth management platform to offer multi-investment strategy portfolio solutions for wealth advisors, family offices, and individuals. It created a customized digital platform that uses automated investing algorithms to provide multi-strategy & asset diversification (Passive, Opportunistic, and Defensive). It also lowers the trading cost. Moreover, it allows advisors to build portfolios that are diversified across both assets and strategies. InvestmentPOD is backed by the SixThirty FinTech accelerator, UMB Bank and Prosper, has won multiple industry awards such as Global Fund Awards 2017, AI 2017 International Fund Awards, Wealth management.com 2017 industry awards, ACQ5 Global Awards 2017, etc.
PRODUCTS & SERVICES:
The company offers White labeled multi-investment strategies tool for wealth advisors, family offices, and individuals. It's Investment Simulator, which lets to create personal investment POD strategy through an asset allocation software. The tool features are; generate automated trade signals, muti-investment strategies, providing up-to-date simulated historical performance statistics on their selected POD combinations, easy to integrate with other clearing brokers, and streamline the client onboarding process.
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Brokerage partners: TD Ameritrade, Interactive brokers, Charles Schwab