About company
Upside helps registered investment advisors beat the “robo-advisors” by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company’s fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, practice analytics in an intuitive design-led user interface.
- Unknown
- hello@gainupside.com
- Unknown
- www.upsideadvisor.com
- Not verified company
