RBC InvestEase
Curated by SignalRobo-advisor platform offering automated investment management for individuals.
Overview
RBC InvestEase is a robo-advisor platform that offers automated investment advice and portfolio management services. It constructs and maintains diversified portfolios based on individual client risk tolerances and financial objectives. The platform is aimed at individuals saving for various goals, including retirement and home purchases, and provides access to professionally-managed ETF portfolios and responsible investing options. A team of experts monitors investments and provides guidance on asset allocation and rebalancing. RBC InvestEase integrates with existing wealth management systems and charges a low annual management fee.
Key facts
- Founded
- 2017
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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- Commercial model
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Contact
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- Phone
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