Comprehensive Investing Solution
Robo-Advisor
Make wealth management your own. Investing isn’t easy. We just make it feel that way!
Our robo-advisor was built to operate like no other available. Investing is easy when it’s automated. Whether you are creating your own models or looking for sophisticated strategies to help maximize returns and minimize risk, we have you covered. Options for what you want displayed to clients is determined by you.
Our robo-advisor is the first of its kind to be custodian/carrier agnostic. No matter where your accounts are located, we can help. Answer a few questions and a personalized portfolio to potentially weather the market and grow your wealth will be provided.
Advantages
3 Ways to Implement
Signals Only
How Does It Work
WealthDrive will provide all the materials to successfully run an investment advisory business. This includes our proprietary indicators, folios and risk-based models.
Can We Create Our Own
If your organization wants to add your own indicators, folios, or models, then you have the ability. We make it easy to implement and customize.
Is There Training
We explain and show you how it works. Implementing a robo-advisor into your practice can be one of the single best moves you could ever make professionally.
By The Numbers
3k
Average daily number of securities monitored.
7x
Number of algorithms running at once.
88%
Winning ratio that we strive to accomplish.
38t
Possible number of trades in any given year.
10t
The number of engagements each week.
#1
Clients rank us the top spot for investing advice.
Focus On Your Business
WealthDrive provides institutional style money management without the account minimums.
Personal Management
How Does It Work
Clients can open up accounts directly with WealthDrive. Our firm handles all the account opening, communication, and servicing of the account(s). The clients know who we are and deal with us directly. There is no white-labeling or representation other than WealthDrive representatives.
Who Makes Trades
WealthDrive is the one responsible for trading the accounts and making sure the clients’ account(s) stay in direct relation to their desired risk tolerance.
Who Do Clients Contact
Any questions or concerns, the client should direct those to WealthDrive directly. WealthDrive works directly with clients in this relationship.
Who Chooses This Relationship
Clients that choose this type of relationship with WealthDrive are individuals and corporations that want a direct relationship with WealthDrive and want to cut out as many parts in between as possible.
Included Features
Methodology
“If it can’t be explained in a few sentences then don’t follow it. There is a fine line between being complicated and simple.”
– Warren Buffett
Third Party Manager
How Does It Work
The first thing that is required to participate in this type of relationship with WealthDrive is the proper ‘registered investment advisory’ licensing. If you are properly licensed and successfully pass our due diligence program, then we manage your clients’ accounts on your behalf. We don’t deal with the clients directly but only through your firm. This way we do all the work and you take all the credit. This is as close to white labeling our entire robo-advisor that we can get.
Who Services the Clients
WealthDrive will service clients from an investment management perspective. The relationship with the client is serviced and maintained by the introducing registered investment advisor. This type of relationship is the most typical relationship with WealthDrive and one that we favor most.
Can Clients Communicate Directly with WealthDrive
No. Clients will be directed to speak to their advisory firm that introduced them to WealthDrive. If a conference call is in order, then the communication must be initiated by the introducing firm.
How Involved Will We Be
View this relationship as an outsourcing of your investment management. Our entire business is essentially being leased and leveraged.
The Future Is Now
WealthDrive is the first complete and comprehensive robo-advisor on the market which is affordable and easy to use. Our forward-thinking origins will continue to fuel our evolution and yours. So join a firm to take your investments to the next level!
FAQ
Frequently Asked Questions
Who do you provide investment services to?
Our firm provides investment services to both individuals and institutional clients.
Do you manage the money or do I?
Investment direction can be implemented either by you or we can manage the assets for you.
How much are the trading transactions if you manage the account?
Our custodian charges an annual fee that covers our window trades. So the trading cost to the clients is the same if the account is traded once or is traded 1000’s of times.
How do your financial professionals make money?
Our financial professionals may be compensated either through a salary or percentage of the overall advisory fee that is collected by WealthDrive, Inc.
Should I manage the money myself?
If you are comfortable executing our recommendations, that is the reduced cost solution. If that comfort level doesn’t exist then having our firm execute the investment directions makes more sense.
Is there any disciplinary history of the firm?
No!