Via News Release
“Change is in the air for the next generation of investors. Millennials are shunning traditional investment firms due to high fees and “hard sales” tactics of advisors. This has lead to the rise of the so called “robo-advisors” with recent growth explosions from companies such as Wealthfront and Betterment. This has investment advisors worried as they hope to not lose out on the next generation of investors.
Upside flips this scenario on its head. This service gives investment advisers a white label solution that’s very similar to what other “robo-advisors” offer. “