To provide consumers an affordable, automated digital investment capabilities, Tech Financial Management which is part of Technology Credit Union, has announced the launch of automated digital investing service Guided Wealth Portfolios.
LPL Financial powered service also purposes to allow the access to a financial advisor. After the start of this service, now consumers with the help of professional advice get the freedom to take their own financial decisions. The company now gives access to a financial advisor in the paired robo-advising service when someone chooses to open an account.
The company has set a provision of professionals who can help guide the users and ensure them whether they are investing appropriately or not in order to meet their financial goals. The company set a lower opening balance requirement.
CEO of Tech CU, Todd Harris said, “Our goal is to improve our members’ financial well-being and make investing more accessible.”
“That is why we have paired our robo-advising service with access to a financial advisor as soon as someone chooses to open an account. Users receive access to someone who can help guide them and ensure they are investing appropriately to meet their goals.”
In the Guided Wealth Portfolios the company provide automated investing technology with 24/7 online access, provides personalized financial advice, Daily monitoring, automatic rebalancing, and potential tax savings.