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Client engagement and new model portfolio capabilities are the latest advisortech developments.
Client engagement is quickly shaping up as a major theme of late. Wealthtech developers started off February with announcements about a financial planning client portal, a new preparation tool for client meetings and an integration designed to bring new ESG and other strategies to light for advisors helping clients with specialized investing.
It’s Goal Time
Principal-owned digital advice platform RobustWealth has overhauled its client portal by adding a time line demarcated with clients’ goals. The new layout allows advisors who use the tool with their clients to discuss individual investment goals and rework investing strategies that may have strayed, according to the announcement.