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Digital is not a threat to the traditional model. Instead, a combination of digital and human will propel firms into the future.
The next generation of investment advice is using digital to transform the client-advisor relationship.
Online resources can increase investor confidence and faith, fostering more trust-based relationships between advisors and investors.
As more Baby Boomers draw down assets, advisors must attract younger customers who have higher expectations for online services.
Upside’s automated managed account platform uses technology and algorithms to advise, manage, and service clients who want next-generation investment services from their investment advisors.Learn about product features
Upside's passive investment strategy uses Modern Portfolio Theory to construct portfolios balanced for volatility and return. But risk isn't just about volatility -- that's why we use downside risk to select the right portfolio to help your clients reach their goals.Learn about investment strategy