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Investment POD

Traditional investing is based on the time-honored tradition of valuing future earnings, a process that is highly dependent upon the assumptions that were used to make the allocations. To enhance returns, award-winning Investment POD has innovated an automated way to build a portfolio to enable wealth growth independent of market conditions, an approach that is transforming the industry. POD stands for Passive, Opportunistic, Defensive, which are the three different strategy types provided by the platform. Combining these strategies allows advisors to build a comprehensive portfolio that will have lower downside risk.

Investment POD
  • Digital Investment
  • Trading
  • Rebalancing
Investment POD

Companies that integrate with Investment POD

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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Investment POD

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.