According to the World Wealth Report 2014 from Capgemini and RBC Wealth Management, 65% of high-net-worth investors globally expect their wealth management relationship to be managed digitally in five years, and 57% of investors ages 40 and up would consider leaving their current advisor firm if an integrated digital channel experience isn’t provided.

Like it or not, that means the robo-advisor trend will become more pervasive in the digital age. And that spells opportunity for the Betterments, Wealthfronts and others of the robo-advisor world with their low-cost, online-based financial advice, investment tools and model portfolios that leave financial advisors out of the equation.

But Trizic, a San Francisco-based technology company with a funny name, has developed a serious solution to give advisors a digital presence while remaining part of their clients’ lives. In October, it announced the launch of its Trizic Accelerator software, which it describes as a next-generation, online, managed advisory tool with bank-level security and compliance reporting.

For clients, Trizic is the behind-the-scene system that lets them access their accounts, track investment performance and transfer money between accounts 24/7 from any device. For advisors, Trizic’s technology helps them enter the 21st century by offering clients the digital, online experience they increasingly want. In turn, that could help make their businesses more efficient and scalable while also making them more attractive to younger, tech-enabled investors.

Among its features, Trizic’s technology comes with a so-called white-label interface that advisors can customize with their own logo and look. And it’s investment agonistic, so advisors can create their own model portfolios using a mix of individual securities, mutual funds and exchange-traded funds. It also provides automated trading and rebalancing, cash management and client billing that’s plugged into an advisor’s custodian of choice.

“We’re helping financial companies take their traditionally online businesses and bringing them online,” says Brad Matthews, Trizic’s founder and CEO, who in a prior life worked with hedge funds, sports teams and high-net-worth folks as a private banker with J.P. Morgan.

The company’s first big coup was a licensing deal with TD Ameritrade to make Trizic Accelerator available to its advisor clients. And Matthews expects other custodians to offer Trizic’s technology to their advisors in the near future. “A couple are already in the works,” he says, noting that part of Trizic’s appeal is that it’s not an RIA or broker-dealer in competition with advisors. Rather, it’s simply a technology tool to help them compete in the digital world.

And that’s the premise behind last month’s announcement of an undisclosed private investment in Trizic by Peter Mallouk, president and chief investment officer at Creative Planning, a $12 billion AUM advisory firm in Leawood, Kan.

Trizic joins a crowded field of software providers trying to bring robo-tech to financial advisors. “It’s a fragmented market, and some of these programs look and feel dated,” says Grant Easterbrook, an analyst covering the intersection of financial services and tech with Corporate Insight, a New York City-based research firm. But he expects it to be a growth industry.

“There’s a lot of potential for human advisors to use these low-cost managed accounts to complement their business and help keep smaller accounts in-house, whether it’s with the younger generation of current high-net-worth clients they want to retain or younger clients with a lot of potential to be rich someday but who don’t have a lot of assets now,” Easterbrook says. “I think advisor software solutions is one area of fintech that will get hot.”