Justwealth announces launch of Justwealth Institutional

TORONTO, Jan. 26, 2018 (GLOBE NEWSWIRE) — Justwealth, a leading independent Canadian robo-advisor, has announced the launch of Justwealth Institutional www.justwealth.com/jwi.

Justwealth Institutional has developed targeted partnership programs that make Justwealth’s low-cost, professionally-managed ETF portfolios, efficient robo-advisor technology and investment sophistication broadly available:

  • Financial Advisor Program: partners with Advisors & Dealers to offer investment management on a referral basis
  • Group RRSP Program: partners with Plan Sponsors to offer investment services for employees
  • Corporate Treasury Program: partners with small & medium-sized businesses to manage treasury and investment accounts specific to internal investment guidelines
  • Not-for-Profits Program: partners with not-for-profits to manage customized portfolios that meet their specific investment objectives

Justwealth offers more portfolios than any other Canadian robo-advisor by a wide margin, with over 60 portfolios conveniently grouped into five Portfolio Families: Canadian Growth, Global Growth, Income, US Dollar & RESP Target Date. Through Justwealth Institutional’s partnership programs, now more Canadian investors will have access to these portfolios, as well as customized offerings for larger corporate accounts and not-for-profits.

“Justwealth Institutional is a continuation of our mission to provide smart, honest and cost-effective investment management to Canadians,” said Andrew Kirkland, President of Justwealth. “While we have had success with our direct-to-consumer offering, we recognize the efficiencies that can be gained by partnering with Advisors and institutional investors. We believe that our low-cost approach to investing, advanced technology and vast experience in managing and servicing sophisticated investors can improve the outcomes of our partners and their clients or stakeholder. A true win-win outcome.”

“This launch is the result of significant incoming demand from the investment community and we are happy to be able to partner with new classes of forward-thinking investors,” said Richard Burton-Williams, Head of Justwealth Institutional. “We believe that the robo-advisor industry is just scratching the surface of how we can improve investment outcomes for the entire Canadian investor community. We see significant value in incorporating our solutions with end-users in all four of our partnership programs.”

As announced on November 9th, 2017, Justwealth Financial’s ground-breaking partnership with Vexo Technology Solutions will fall under the banner of Justwealth Institutional. Vexo’s ETFBahn™ platform will provide Mutual Fund Advisors with access to Justwealth’s professionally-managed ETF portfolios.

For more information on Justwealth Institutional, please go to www.justwealth.com/jwi.

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