Justwealth, a robo-advisor company, announced Jan. 26 the launch of the Justwealth Institutional platform.
Justwealth has developed targeted partnership programs that make Justwealth’s ETF portfolios and robo-advisor technology broadly available. These programs include partnerships with financial advisors and dealers to offer investment management on a referral basis. It is also offering a group RRSP program through which it will partner with plan sponsors to offer investment services for employees.
Customized investment portfolios
Justwealth is also offering a partnership program for small and medium-sized businesses to manage treasury and investment accounts and a program for not-for-profit organizations to manage customized investment portfolios.
“Justwealth Institutional is a continuation of our mission to provide smart, honest and cost-effective investment management to Canadians,” said Andrew Kirkland, President of Justwealth. “While we have had success with our direct-to-consumer offering, we recognize the efficiencies that can be gained by partnering with Advisors and institutional investors. We believe that our low-cost approach to investing, advanced technology and vast experience in managing and servicing sophisticated investors can improve the outcomes of our partners and their clients or stakeholder. A true win-win outcome.”
