IAA offers robo investment options through Betterment, combining financial advisor expertise with automated investing. Choose from IAA’s branded Yellow Penguin, Blackbridge Robo (Blackbridge Advisors only), or your own branded Robo platform.

Advisor Model Management allows advisors to maintain control over their investment portfolios including rebalancing cadences and drift tolerances while IAA acts as an overlay manager by investing accounts, raising cash, and monitoring systematic distributions/contributions.

Portfolio Marketplace helps advisors manage client relationships, develop business, and handle administrative tasks efficiently. It connects advisors with expert teams for steady performance using diverse strategies and advanced research. IAA’s back-office support helps streamline operations, scale businesses, and reduce errors and compliance issues.