Affiliation leverage Position Interactive Advisors as the robo-advisory arm of Interactive Brokers to cross-sell brokerage connectivity, low costs, and employer brand credibility to prospective clients seeking integrated trading and advisory services.

Low cost appeal Highlight ultra low management fees starting at 0.08% and access to Interactive Brokers’ low commission structure to attract cost-conscious investors and SMB clients looking to scale portfolios with minimal overhead.

Awards credibility Leverage the Best Investing Platform Robo-advisor award to build trust with prospects and differentiate from competitors by emphasizing recognized platform quality and reliability.

Diverse portfolios Promote the range of Socially Responsible, Smart Beta, and Asset Allocation portfolios to appeal to socially conscious investors, tactical asset allocators, and advisors seeking diversified model portfolios.

Growth signals Use the company’s funding trajectory and ongoing asset additions through Covestor stakes as a talking point for growth potential, scalable technology, and future product enhancements to attract institutional and high-net-worth leads.