ModernAdvisor
www.modernadvisor.caModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals. We believe our commitment to hybrid advice sets us apart in the industry. We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management. This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc. In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.
Read moreModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals. We believe our commitment to hybrid advice sets us apart in the industry. We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management. This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc. In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.
Read moreCountry
City (Headquarters)
Vancouver
Industry
Employees
11-50
Founded
2013
Social
Employees statistics
View all employeesPotential Decision Makers
Portfolio Manager and Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Director of Software Engineering
Email ****** @****.comPhone (***) ****-****Marketing Director
Email ****** @****.comPhone (***) ****-****Director of Partnerships and Advisor Solutions
Email ****** @****.comPhone (***) ****-****
Technologies
(3)