RoboActive is a comprehensive online financial platform that provides its clients with electronically facilitated financial and wealth management services, risk and objective advice, and strategies. RoboActive features include:
- Investments (Direct-to-Consumer or Institutional)
- Banking (Budgeting, Bill Pay, Money Transfer)
- Insurance (Life, Health, Long-Term Care, Disability)
RoboActive Investments is an online and mobile investment platform with select portfolios and customization to help achieve the users’ goals and objectives. RoboActive Investment charges are based on a percentage of assets managed by the platform depending on the selection of “Do-it-yourself” or “Work with Advisor,” including wealth management, trade costs, and custody. With the RoboActive Banking dashboard, all users’ bank accounts, credit cards, mortgages, retirement accounts and other financial details together in one place. RoboActive Insurance provides the protection and foundation clients need with best-in-class insurance companies for optimal amounts of life, health, long-term care and disability insurance.