NBT Capital Management, a business unit of NBT Bancorp Inc., has launched NBT Guided Investor, a new digital investment solution in partnership with Schwab Performance Technologies.
Guided Investor is a digital solution that offers fully-online investment management capabilities. According to bank officials, accounts can be opened in as little as 10 minutes and are supported by a dedicated financial advisor.
Additional features include:
• Easy-to-use desktop and mobile platform.
• 24/7 access to your portfolio.
• Low minimum to get started.
“Guided Investor is the ideal solution for someone looking for a low-cost, technology-driven solution for those situations where reducing investment management expenses is the priority,” said NBT Capital Management Chief Executive Officer Brian Voss, CLTC.
“This tool enables our advisors to use technology to navigate the client through risk assessments and real-time portfolio adjustments, enhancing the value added while removing cost-prohibitive barriers such as travel and printed materials.”
For more information, visit www.nbtcapm.com/guidedinvestor.
