FutureAdvisor

FutureAdvisor

BlackRock
+
+

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About

FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.

About

Investment funds are managed by professionals, who seek to maximise returns while achieving a specific aim. If one investment isn’t performing well it should only affect a small portion of your overall portfolio. You decide and control how much you want to invest. Once you’ve chosen your investments, we can split your deposits between them, automatically. You can deposit or withdraw as often as you like, with no hidden fees or charges. When it comes to money, there's no room for compromise. We've built Plum from the ground up with your security and privacy in mind. Link your banks and credit cards to create one smart account! Daily or weekly updates help you budget and avoid nasty surprises. Plum will keep an eye on your bills to let you know if you could save money by switching suppliers, and will let you know if you’re being overcharged.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone in need of a powerful Online Broker and Trading platform

Audience

Anyone looking for a money management app

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

0.5% Fee
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlackRock
United States
www.blackrock.com/futureadvisor

Company Information

Plum
United Kingdom
withplum.com/funds/

Alternatives

Alternatives

VoiceGuide IVR

VoiceGuide IVR

Katalina Technologies Pty Ltd

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim FutureAdvisor and update features and information
Claim FutureAdvisor and update features and information
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Claim Plum and update features and information