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RBC InvestEase can support non-registered investment accounts, RRSPs and TFSAs

In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 12:23

BMO SmartFolio has reduced its account minimum to $1,000

With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas

The new platform allows the firm’s advisors to expand their reach and nurture future clients

Some robo-advisors are adding platforms and partnerships to make offering ETFs to clients much easier for mutual fund advisors

Mandeville, Smart Money introduce WealthPort service

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs

IE’s Regulatory Reporter: April 2017

Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios

Services such as robo-advisors lack the ability to truly understand clients like financial advisors do

No-contest settlement with RBC firms will see clients repaid $21.8 million

RBC InvestEase, which will offer automated investment advice and discretionary portfolio management to consumers, is being tested in a pilot project with employees