Ritholtz Wealth Advisors has partnered with technology startup Upside Financial to add a digital advisor platform, Liftoff, to its offerings.
Working in a similar way to robo-advisors such as Betterment, Futureadvisor and Wealthfront, Liftoff takes data on investors' individual financial situations and incorporates it, along with their risk tolerances, into portfolios designed to help them work toward their goals.
"Liftoff is designed to launch investors on their way, with responsible behavior and a sound, highly defensible approach to asset management," Upside says.
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