GoldRush's technology for advisors offers a powerful and customizable solution for goal-based planning and thematic investments. Our platform is designed to help advisors offer customized solutions to meet the unique needs of their clients and support them in achieving their investment goals.
Real-time NAV
Our technology provides real-time NAV (Net Asset Value) information, so you can keep track of the performance of your clients' portfolios in real-time and make informed investment decisions.
End-to-end automated KYC, identity, and compliance validation
Our technology automates the process of verifying the identity and compliance of your clients, making it easier for you to onboard new customers and comply with regulatory requirements.
Automated user risk questionnaire and benefits
Our technology includes a user-friendly questionnaire that helps to assess the risk tolerance and investment goals of your clients, so you can provide customized solutions that are tailored to their specific needs.
Mandatory and non-mandatory structures
Our technology can be configured to support both mandatory and non-mandatory structures, allowing you to provide solutions that are tailored to the specific needs of your clients.
Customized solution offering
Our technology allows you to offer customized solutions that are tailored to the specific needs of your clients. Whether you're looking to provide retirement planning, thematic investing, or any other type of solution, our technology makes it easy to create and manage customized products.
Support of retirement accounts
Our technology supports a wide range of retirement accounts, including 401(k), IRA, and Roth IRA, making it easy for you to provide retirement planning services to your clients.