kaChing Pro takes next step in attracting advisor assets


Email a Friend

kaChing continues to expand its asset advisory marketplace by broadening its offering a turn-key backoffice solution. It’s a smart move for the firm: Connecting retail investors with smaller/newer asset managers requires a broad service offering that helps some of these smaller managers with the resources required to run their businesses.

Launched as kaChing Pro, the service provides investment advisors on kaChing with

  • a custom website
  • client analytics
  • portfolio analytics
  • block allocation (allocate trades across multiple client accounts)
  • messaging

For most asset managers, the economics of the business don’t make it worth the time and money to bring on small account holders.  Beyond that, back office costs are significant and kaChing Pro should help here.  kaChing’s scale and services should obviate some of the growing pains while opening up aspiring managers to new sources of money.

Win-win with this launch and ups the ante in the race for assets and advisors for competitor, Covestor.

0 comments on “kaChing Pro takes next step in attracting advisor assets”

Events, Uncategorized

New speakers announced for Tearsheet’s Resilience Conference

  • The Resilience Conference will celebrate the people, teams and companies successfully navigating through this crisis.
  • 3 new speakers have just been announced.
Tearsheet Editors | June 25, 2020
The Customer Effect, Uncategorized

Inside Yielders, the UK’s first regulatory compliant Islamic crowdfunding platform

  • Yielders, an equity-based crowdfunding platform for real estate, is the first Shariah-compliant financial technology company to get regulatory approval in the U.K.
  • The platform's user base is 35 percent non-Muslim, some of whom may be attracted to the ethical investing principles.
Suman Bhattacharyya | May 18, 2017
Sponsored, Uncategorized

FinTech is changing your life, and you don’t even know it

Brandeis University | May 01, 2017

FinTech Week: By the numbers

  • Empire Startups' inaugural FinTech Week begins today in New York
  • In preparation for 25 forthcoming events over four days, here's a breakdown by the numbers.
Tanaya Macheel | April 24, 2017

Hi 5! The top five fintech stories we’re following today

  • Retailers may be looking into the future as opposed to implementing for today.
  • Banks are working to get more people comfortable using mobile apps.
Zack Miller | February 06, 2017
More Articles