St. Petersburg Office
6414 1st Avenue North
$ymbil: Ladenburg’s Robo Advisor, designed to be a complement to your practice by allowing you to become a solicitor and earn fees.
$ymbil is a dynamic online investment adviser platform that assesses the risk profile of an investor and recommends a risk-appropriate managed Ladenburg Fund. Ladenburg Thalmann Asset Management (“LTAM”)is an SEC Registered Investment Advisory firm established in 1982. They have over $2 billion in assets under management and a dedicated staff of professionals with over 100 years of combined investment management experience. To learn more about them, please visit www.ltam.com
$ymbil is for all types of investors from novice investors opening their first account to the expert who wants a simple, quick, and easy way to invest. The questionnaire places your client into 1 of 5 portfolios based on the client's age, goals, time horizon, and tolerance for risk. Everything entered into the $ymbil questionnaire is dynamic which allows an algorithm designed by LTAM to help make the investment decisions. The sign-up process takes less than ten minutes and the minimum investment is only $500.
Benefits to Advisor
Benefits to Client
In a matter of minutes $ymbil recommends a risk appropriate portfolio based on a risk questionnaire, calculated using an proprietary algorithm consisting of four key components:
$ymbil allows you to create and name a goal for every account you open. Once you have been recommended a portfolio, fine tune your settings to ensure you reach your goals.
Whether adjusting the initial contribution, ongoing contributions or time horizon, their platform will recalculate projections to ensure you get the right mix to increase the likelihood of achieving your goals.
Your unique $ymbil URL
Once you are approved as a solicitor, you will receive your own dedicated URL to $ymbil . This link effectively leads to a version $ymbil that is yours and ensures you get credit for all accounts opened via this link. Which is why you should use this link anywhere you like - on your website, in emails, on social media and more - to drive people to $ymbil.
You will be able to track all of the traffic that goes through your URL in your Advisor portal that you will be able to set up once you are approved as a solicitor. In the advisor portal, you will have access to investors who funded their accounts, total AUM of your solicited investors, and other analytics of traffic flowing to your URL.
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