Lifeworks Advisors Acquires Aimvest Technologies – Innovative Risk Profiling Technology Developer
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Groundbreaking risk profiling technology will be integrated into the unified Lifeworks advisor technology platform to provide custom and dynamic investment portfolios
The Lifeworks Advisors’ new investment platform will be smart, scalable and dynamic, providing clients with real-time adjustments to portfolios to protect assets during down markets while maximizing the probability of each client successfully achieving their goals. GRAND RAPIDS, Mich. (PRWEB) May 04, 2021 Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has acquired Aimvest Technologies, an innovative financial technology development company. Aimvest’s technology will be integrated into the Lifeworks Advisor platform to dynamically create custom investment portfolios for clients based on thei