RoboCore is a Platform
RoboCore is a turn-key solution for Advisors looking to automate and grow their business. The platform enables Advisors to manage a growing and scalable base of clients with very little day to day input. The system manages money, interacts with clients, and automates much of the process for smaller clients. RoboCore integrates with your existing systems to grow smaller clients into your existing base, maximize your time with clients that need it most, and automate processes across your business.
RoboCore is ready for You.
We are currently in private beta but actively taking on new clients. If you’re interested in what the process looks like to turn on RoboCore for you or your firm, get started below.