RobustWealth, XYPN And TD Launch TAMP For NextGen
Using technology from Lambertville, N.J.-based RobustWealth, the XY Planning Network has rolled out a TAMP for fee-only, next-generation advisors.
XY Investment Solutions is designed to provide a digital-first experience for advisors and their clients using a no-minimum model to serve young clients. Models on the platform will include low-cost passive ETFs, smart beta portfolios from Dimensional Fund Advisors and SRI offerings.
RobustWealth’s technology allows seamless client on-boarding, secure transactions and compliant data protection. XY Investment Solutions will also include a user-friendly portal to allow clients access to the platform.
XY Investment Solutions was developed in collaboration with TD Ameritrade.