Today qplum, the digital advisor for retail and institutional investors, announced the launch of its qplum Advisor Invest program for registered investment providers.

qplum Advisor Invest offers the following to small and medium-sized advisors:

  • seamless digital on-boarding of all accounts
  • 24/7 real-time web monitoring and reporting solution for advisors
  • fractional rebalancing and tax-loss harvesting for all clients
  • systematic risk management to handle potential market crashes without behavioral biases
  • A.I.-driven investment strategies

Financial advisors are facing pressures to drastically reduce fees without compromising on the quality of their advice. There are strong business drivers around the adoption of digital access in investing.

qplum’s service starts with giving a customized domain name that can be selected by the advisor, along with a self-onboarding process that is as simple as opening an email account.

“Many advisors feel left behind by the robo-advisor movement – but they don’t have to feel threatened or left out,” said qplum CEO, Mansi Singhal. “We are bringing access for everyone to the technology they need to provide their clients a modern, digital experience with machine learning and A.I.-based investment plans that react and evolve with the market.”

qplum Advisor Invest charges a flat management fee for assets controlled on the Advisor Invest platform. qplum also offers live support for advisors with any questions about the service. Advisor Invest will soon include a turn-key iOS and Android app experience for the advisor to offer to clients.

About qplum

qplum is an online financial advisor that believes in having a research driven approach to investing, a relentless pursuit of low fees and a top to bottom commitment to transparency. They are striving towards these three goals with their core competencies of artificial intelligence and engineering. The company offers financial advice, automated investing, and wealth management services while handling retirement planning, IRA accounts, 401k rollover, personal investing accounts and joint investment accounts. Founded by investment industry professionals, qplum is based in New Jersey. qplum.co.

For further enquiries, please contact ria@qplum.co