FutureAdvisorBlackRock
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone in need of a powerful Online Broker and Trading platform
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Audience
Anyone looking for a money management app
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
0.5% Fee
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlackRock
United States
www.blackrock.com/futureadvisor
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Company InformationPlum
United Kingdom
withplum.com/funds/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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