InvestmentPod Named a Finalist in the 2019 wealthmanagement.com Industry Awards Program for Technology Thought Leadership

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New industry research on how technology is disrupting the traditional TAMP model recognized for its innovative approach to helping advisors make better strategic decisions for their clients and their businesses

InvesmentPOD’s research was short-listed for the category of Technology Thought Leadership by a judging panel of luminaries from across the wealth management industry for, “A new initiative, program, platform or industry content that will move the industry forward.

InvestmentPOD for Advisors, the industry’s first digital advice platform to offer multi-strategies, announced today that its new industry research white paper, “The Path to ROI – Unbundling Expensive TAMP Options Through Technology” has been selected as a Finalist Initiative in the prestigious wealthmanagement.com Industry Awards Program in the category of Technology Thought Leadership.

Investment POD is the first multi-strategy, automated investing platform offering advisors white-labeled robo automation with high net worth sophisticated asset and strategy diversification. Advisors are able to automate their trading and rebalancing process and deliver multiple solutions, above just buy and hold, to help clients achieve better investment outcomes.

“Our research into ways advisors can better serve their clients through technology instead of defaulting to an expensive, bundled TAMP solution will showcase how automated investment management technology can lower costs for clients, improving their long-term financial situations,” said Jacqueline Ko Matthews, CEO and co-founder of InvestmentPOD. “At the same time, advisors benefit from enhanced productivity and operational efficiencies while providing clients with a superior digital experience.”

InvesmentPOD’s research was short-listed for the category of Technology Thought Leadership by a judging panel of luminaries from across the wealth management industry for, “A new initiative, program, platform or industry content that will move the industry forward.”

Over 650 nominations were received, showcasing how competitive and comprehensive the wealthmanagement.com recognition program has become in the wealth management space.

“We’ve had a very strong reception for InvestmentPOD across the industry and we are extremely honored and inspired to be named a finalist this year,” said Matthews. “We look forward to celebrating the success of the wealth management industry at the gala event in New York City in September where the winners will be announced.”

To learn more about InvestmentPOD and the new research, please log onto http://www.InvestmentPOD.com.

About InvesmentPOD:

InvestmentPOD was founded by illustrious Wall Street pioneers who identified the need for advisors to be able to deliver both traditional and alternative strategies via advanced technologies. With a highly credentialed staff of PhDs, CFPs, researchers, developers and engineers, InvestmentPOD is designed to be a comprehensive, white-labeled platform advisors can leverage to provide sophisticated investing strategies to their clients, while benefitting from the power of automation and operational efficiencies. InvestmentPOD is a graduate of the SixThirty FinTech Accelerator. InvestmentPOD is the 2018 winner of Wealth Management.com’s prestigious Industry Award for “Best Robo Advisor of the Year,” a winner of the Barron’s 2018 inaugural ScratchWorks Fintech Accelerator sponsored by Fidelity, a graduate of the Prosper Women’s accelerator. InvestmentPOD has won multiple industry awards and its CEO and co-founder, Jacqueline Ko Matthews was recently recognized by BBVA as one of the “12 Women Leading the Way in the FinTech World” and is also a columnist for Forbes.com and 2019 member of the Forbes Finance Council. To learn more, log onto http://www.InvestmentPOD.com or contact InvestmentPOD at 703-773-7006.

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Timothy Welsh
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