InvestmentPOD’s Digital Platform for Automated Investment Management Technology Adds Invesco’s Exchange Traded Funds (ETFs) to Menu of Investment Solutions

Share Article

Award-winning, multi-strategy digital automation platform will provide advisors a suite of Invesco POD (Passive, Opportunistic, Defensive) strategies using the capabilities of Invesco products to create portfolios that can potentially help clients reach their desired outcomes

As the industry becomes increasingly aware of costs, technology innovation and changing consumer expectations, advisors benefit from new digital tools to remain pre-eminent in their clients’ lives and able to continue to add their value.

InvestmentPOD for Advisors, the industry’s first digital advice platform to offer multi-strategies, announced their partnership today with Invesco, a leading investment manager with over $ 954.8 billion in assets under management. InvestmentPOD will soon launch the Invesco POD, a multi-strategy digital platform using a combination of Invesco’s ETFs, such as low volatility equity and equal weighted sector ETFs, to create Passive, Opportunistic, and Defensive multi-strategies. Through the platform, advisors can mix and match Invesco ETF strategies to create a portfolio that can potentially help investors achieve a better investment experience through asset and strategy diversification.

Investment POD is the first multi-strategy, automated investing platform offering advisors white-labeled digital automation with high net worth sophisticated asset and strategy diversification. Advisors are able to automate their trading and rebalancing process and deliver multiple solutions, beyond just buy and hold, which has been the typical offering of the current crop of robo advisors.

“We are excited to be working with Invesco to help advisors using their ETFs automate the process for constructing sophisticated investment portfolios,” said Jacqueline Ko Matthews, CEO and co-founder of InvestmentPOD. “As the industry becomes increasingly aware of costs, technology innovation and changing consumer expectations, advisors benefit from new digital tools to remain pre-eminent in their clients’ lives and able to continue to add their value – key attributes that InvestmentPOD brings to Invesco and the advisors they work with.”

The new partnership with InvestmentPOD will provide advisors:

  • A fully white labeled, integrated, customized 3-tiered digital wealth management platform
  • 11 POD strategies: Passive, Opportunistic, Defensive Risk Management, and Fixed Income
  • Invesco POD Personal Pension platform to create goals and manage assets through the 3 phases of life: accumulation, protection and decumulation.

This unique combination of technology and investment strategies in the personalized pension product was developed to be well suited to investors with a range of AUM at any stage of life, such as Baby Boomers, and Millennials allowing them to create their own personal pension plans.

Additionally, the personal pension provides a differentiated niche combining the best of both worlds: potential downside protection but with the liquidity, transparency, full control and access to money of an asset management product.

“When our clients face a world that is increasingly fragmented and complex to navigate, at Invesco, we see greater possibilities if navigated together.” said Clint Harris, Head of Wealth Management Platforms for Invesco. “We look forward to working with InvestmentPOD so Invesco funds, models and unique capabilities are available to their advisors and clients.”

InvestmentPOD’s momentum in the industry in 2019 has been growing after a highly accomplished 2018. It was named the “Best Robo of the Year” by wealthmanagement.com and select as a winner in the ScratchWorks fintech accelerator, sponsored by five of the largest RIAs in the country, Barron’s and Fidelity.

To learn more about InvestmentPOD, please log onto http://www.InvestmentPOD.com.

About InvestmentPOD:

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 Mangement.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.

About Invesco Ltd.:

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life; http://www.invesco.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Timothy Welsh
Visit website