Olympic Valley, CA…Digital wealth platform provider RobustWealth and Roofstock (the first online marketplace created exclusively for investing in leased Single-Family Rental homes that generate cash flow day one) announced their planned product integration during the firms’ joint conference for investment advisors held at Squaw Valley ski resort. RobustWealth’s technology was developed for investment advisors to help optimize their practices. The platform seamlessly integrates an array of services into one integrated suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goal-&-risk based investment portfolios, and the open architecture use of investment options.
Roofstock provides research, analytics, and insights to allow investors to evaluate and purchase certified rental homes in a secure on-line environment. The result is a significant time and cost savings for all parties.
“Roofstock and RobustWealth are excited to announce our upcoming product integration, as we deliver sophisticated but easy-to-implement real estate investment solutions for the clients of our investment advisor partners,” commented Roofstock co-founder Gary Beasley, when speaking about the feature’s launch, with RobustWealth co-founder Mike Kerins, CFA.
The RobustWealth & Roofstock Squaw Valley Wealth Management Conference was sponsored by BlackRock and Franklin Templeton Investments. View our speaker list and agenda here.
Originally invested in by investment advisors, RobustWealth is a digital wealth management platform built for their needs. RW integrates previously modular features into one seamless suite. Advisors leverage the platform to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private labeled environment customized to the advisor’s brand. Portfolio solutions can easily be made bespoke for the client. RobustWealth only charges its low fees when automated rebalancing services are turned on. Otherwise, the suite of investment, operational & technology optimizers are provided free of charge. RW has operations in the Princeton, Denver and San Francisco Bay Areas.
Roofstock is the first online marketplace and community created exclusively for investing in leased single-family rental homes that generate cash flow day one. Created by investors for investors, Roofstock provides research, analytics and insights to evaluate and purchase independently certified properties at prices that reflect both market and property conditions. From viewing the homes and their diligence documents to analyzing potential returns and selecting one of our certified local property managers, Roofstock’s mission is to make real estate investing stock market simple. Roofstock headquarters are in the San Francisco Bay Area. Whether you’re looking to make your first rental property investment or building a property portfolio, make your next investment today at roofstock.com.