Rol Advisor
Financial Services, Sister Bay, Wisconsin, 54234, United States, 1-10 Employees
Who is ROL ADVISOR
Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that ...
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Headquarters: Sister Bay, Wisconsin, 54234, United States
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Date Founded: 2016
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding ROL Advisor
Answer: ROL Advisor's headquarters are located at Sister Bay, Wisconsin, 54234, United States
Answer: ROL Advisor's official website is https://roladvisor.com
Answer: ROL Advisor's revenue is Under $1 Million
Answer: ROL Advisor's SIC: 6282
Answer: ROL Advisor has 1-10 employees
Answer: ROL Advisor is in Financial Services
Answer: ROL Advisor contact info: Phone number: Website: https://roladvisor.com
Answer: Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become Life-Centered Planners, which simply means they put the clients LIFE at the center of the conversation, not their money. ROL Advisor is a suite of digital Discovery Process Tools that augment a financial advisor's ability to get their clients story and create a Life-Centered Plan. The reality is, the greatest value a financial advisor provides is in helping their clients make more life-enriching decisions with the money they have. Our technology and training platform enables advisors to simply plug in, get trained, and start having more meaningful conversations that ultimately will lead to their clients getting a greater Return on Life. We are Transforming the Way the World Plans.
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