ModernAdvisor

www.modernadvisor.ca

ModernAdvisor 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.

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ModernAdvisor 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.

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Country

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City (Headquarters)

Vancouver

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Employees

11-50

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Founded

2013

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Social

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Potential Decision Makers

  • Portfolio Manager and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Software Engineering

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Partnerships and Advisor Solutions

    Email ****** @****.com
    Phone (***) ****-****

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