This innovative automated investing option as part of the InvestmentPOD platform provides a unique solution for risk-averse investors as well as those at or near retirement, a strategically important capability advisors can leverage to attract and retain high net worth clients.
WASHINGTON, D.C. (PRWEB) September 20, 2018
InvestmentPOD for Advisors, the industry’s first digital advice platform to offer multi-strategies, announced today that its new “Ulcer Prevention Portfolio” (UPP) was named the winner in the prestigious wealthmanagement.com Industry Awards Program in the category of Digital (Robo) Advisors.
InvestmentPOD’s UPP was selected as the winner in the Digital (Robo) Advisors by a judging panel of luminaries from across the wealth management industry for its innovation to help foster advisor success. Over 600 nominations were received, showcasing how competitive and comprehensive the wealthmanagement.com recognition program has become in the wealth management space
“The Ulcer Prevention Portfolio (UPP) is designed to create a structure that allows for the possibility of market returns while ensuring that the invested capital cannot be lower than the original invested amount after a period of 5 years,” said Jacqueline Ko Matthews, CEO and co-founder of InvestmentPOD. “This innovative automated investing option as part of the InvestmentPOD platform provides a unique solution for risk-averse investors as well as those at or near retirement, a strategically important capability advisors can leverage to attract and retain high net worth clients.”
In addition to winning as best digital (robo) advisor in the wealthmanagement.com Industry Awards, InvestmentPOD also recently won the inaugural ScratchWorks competition, a new FinTech Accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.
Earlier this year, ScratchWorks held its inaugural live event at the Barron’s Top Independent Advisors conference as a potential investment opportunity to the five luminary founders of ScratchWorks: Mariner Wealth Advisors, RMB Capital, Covenant, Brighton Jones, and The Colony Group. Collectively, these five leading RIAs manage over $60 billion in AUM for high net worth clients. The ScratchWorks’ investors were impressed with the opportunity to partner with InvestmentPOD and have since worked out a strategic investment to help fuel the growth of InvestmentPOD.
“We are thrilled to be recognized by these major industry programs, which validates the years of research and development we have invested into InvestmentPOD,” said Matthews. “We are honored and pleased by the industry’s reception to the InvestmentPOD platform and will continue to invest to make it even more useful and impactful for advisors.”
To learn more about InvestmentPOD and the new UPP offering, please log onto http://www.InvestmentPOD.com.
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, a finalist at the inaugural ScratchWorks fintech accelerator as well as the Prosper Women’s Accelerator, 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.” To learn more, log onto http://www.InvestmentPOD.com