Financial services has traditionally focused on the Boomer generation, but the next generation of investors is very different -- and investment advisors must leverage technology to meet their needs.
That's where Upside comes in. We license our managed account platform to investment advisors to help them acquire, advise, and manage mass affluent investors (or any investor) with cutting edge technology under their own brand.
Prospective clients answer a few simple questions — like the size of their investment goal and the time they have to get there — and our algorithms select the right portfolio to help them reach their goal at the lowest potential risk. From there, we handle account opening and automatically manage trading, rebalancing, and reporting for the advisor.
Moreover, our design-led reporting and servicing technology helps clients understand their investment plans and get their questions answered without having to call their advisor.