We don’t have any robots at RBC InvestEase. While we sort of get why robo-advisor has come to describe the type of service we offer (article: What is a Robo-Advisor?) and why some people might think actual robots are involved, we can’t emphasize it enough: There aren’t any robots at RBC InvestEase.
What we do have are skilled investment professionals who use various software applications to manage your money effectively, and in a way that’s easy and convenient for you.
“Robo” really means all the underlying software, tools and technology that support professionals in automated investing.
When you get started with RBC InvestEase, you’re asked to answer a few questions in order to open an account. Our smart software takes into consideration all the information you provide and then recommends a portfolioLegal Disclaimer 1 within seconds that’s right for you. Plus, you don’t have to meet with anyone in person. It’s that technology that helps us make it convenient for you.
We’ve got your back, technology has ours
Technology also helps us manage your money. We use software to monitor your portfolio of low-cost exchange-traded funds (ETFs) to ensure you’ve got the right mix of equities, fixed income and cash. When it comes time to rebalance your portfolio – which is when our investment professionals buy or sell securities to make sure your portfolio remains aligned with your goals – software lets us take action quickly and effectively.
Rest assured, your hard-earned dollars won’t be handed over to any robots on our watch. RBC InvestEase investment professionals use smart technology to help manage your money, which makes it easy and convenient for you (article: Leave the Investing Homework to Us).