We explored many aspects of this exciting program and focused on how this is different from the traditional set-it and forget-it robo-advice. Take some time to watch as we covered a good amount of ground.

Some of the things that you will learn about:

  • What Advisor Crafted and Technology Enhanced actually means
  • How this is similar AND different from traditional robo-advice
  • Personalized Asset Allocations
  • Alternative Asset Exposure
  • No-transaction fee portfolios
  • Online performance reporting
  • Passive and Active Investments