FutureAdvisor Description
FutureAdvisor partners with wealth management firms to help them grow their assets, be more efficient, target new client segments, and reach the next generation. We apply industry best practices and academically-researched portfolio management principles to your investment accounts. To minimize churn, we use the funds that you already have to minimize tax impact and minimize churn. We add low-cost index funds when necessary to improve diversification. We apply industry best practices and academically-researched portfolio management principles to your investment accounts. To minimize churn, we use the funds that you already have to minimize tax impact and minimize churn. We add low-cost index funds when necessary to diversify the portfolio.
Pricing
Pricing Starts At:
0.5% Fee
Integrations
No Integrations at this time
Company Details
Company:
BlackRock
Headquarters:
United States
Website:
www.blackrock.com/futureadvisor
Media
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
Online