Build your advisory business
with Robowealth
For RMs, financial advisors and independent investment professionals
How Robowealth can help you
An end-to-end platform and support to help you serve clients and grow your business
Access investment products
Offer a wide range of curated investment solutions on a single platform
Take care of your clients
Get the tools you need to give well-informed advice and a better client experience
Use research and insights
Access market views, investment research and data tools that support your advisory process
Work with support
A dedicated team and technology designed for advisors
See how the advisor platform can support your business
View the advisor platformIIC Portal
A dedicated platform for our institutional partners and advisors
Client and portfolio data in one place
See client details and portfolio details in one place
Order workflow with client confirmation
Place orders easily through a workflow with client confirmation
Reports and servicing
Access reports and service tools to run your business efficiently
From interest to onboarding
Simple, clear steps to become an advisory partner with us
- 1
Express interest
Tell us about your advisory business
- 2
Eligibility check
We review your information and discuss the next steps
- 3
Discuss the partnership
Learn more about our platform and how we'll work together
- 4
Complete onboarding
Finish the steps and access the platform
Partnership terms and requirements
Frequently asked questions from financial advisors and investment professionals
Applicant requirementsDetails pending confirmation
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Getting startedDetails pending confirmation
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Partnership termsDetails pending confirmation
Details pending confirmation
Tell us about your advisory business
Send us your details and our team will get back to you