Divvy Investments

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Place Category: Finance and InsurancePlace Tags: financial advisor and personal finance

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  • Divvy Investments is an advisor friendly robo advisor. It is an online subscription based tool which empowers independent financial advisors to spend more time adding value to clients and less time in front of computers..

    It provides risk based asset allocation recommendations then sends email alerts to you when it is time to rebalance them. The tool monitors the models but does NOT link to your accounts or hold any of the money. It simply provides guidance so you can spend less time managing money and more time adding value.

  • 10% discount with coupon code VETERAN on annual subscriptions.

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