InvestmentPOD for Advisors

Product Description

About this Product

Company Logo

POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry:

  • Automated client onboarding. Multiple investment strategies: Passive, Opportunistic and Defensive.
  • Open architecture for advisors' proprietary strategies.
  • 3 tiered digital platform. White labeled. Customization for advisors' branding.

About InvestmentPOD

InvestmentPOD won the "Best Digital (Robo) Advisor of 2018" award from Wealth InvestmentPOD was also the Winner of the 2018 inaugural ScratchWorks fintech accelerator featured at the Barron's Top Independent Advisors Summit. We are the first digital wealth management platform to offer diversification across both assets and strategies. InvestmentPOD is the only digital advisor to make available a product for investors who seek safety of principal but also want expected returns of a 60/40 stock and bond portfolio.

Product Details

More info about us

Categories Icon


Other, Practice Management
Serving Since Icon

Serving RIAs Since

Discounts Icon

Discount for Schwab Clients?



API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.