The Webull Investment Platform (NASDAQ: Bull) has today announced the expansion of its consulting services through the launch of BlackRock models portfolio.
This new bid provides improved investment options, giving US investors access to professionally managed, differentiated portfolios tailored to a wide range of financial targets and risk profiles through Webull Consultants.
Webull users now have access, through webull consultants, to a series of differentiated portfolios that cover multiple categories of assets, including alternative and digital assets, adapted to respond to different risk appetites and financial targets.
This new offer is available directly through the Webull application in the context of counseling, giving users a seamless and intuitive way of accessing personalized investment portfolios. Designed with the needs of today’s investors, the solution serves people who are comfortable with technology, the value of low -cost investment and are looking for convenient, automated portfolio management.
Users begin by choosing an investment strategy aligned with their preferences. After completing a short risk tolerance questionnaire, they match a risk profile corresponding to a professional managed model portfolio tailored to their financial goals. These discreet accounts are automatically balanced and actively supervised by Webull Advisors, a CEC consultant, offering a simplified but sophisticated approach to long -term investment.
“This collaboration marks an exciting step forward in our mission to offer smarter, more personalized investment experiences for our customers,” said Sara Schwartz, Managing Director of Webull Advisors. “By incorporating BlackRock’s portfolio into our counseling platform, we are expanding access to high quality portfolios, professionally managed models that are aligned with a wide range of financial goals and fundamental risk.”
“Blackrock’s expertise in distribution of assets, portfolio design capabilities and market ideas enhances Webull’s ability to provide sophisticated next -generation investment solutions,” said Arianne Adams, head of strategy and head of derivatives. “Together, we meet the growing demand for dynamic, aligned with the risk of portfolios, which are seamlessly delivered through modern digital experience.
The collaboration provides a transformative wealth management experience through a series of professionally managed models tailored to different investment goals, supported by powerful details and real -time data. Webull users gain access to improved short-term and long-term investment opportunities- offering a more seamless, automated and clever approach to manage their money.
“As more and more Americans are starting to invest, the launch of BlackRock Custom Model portfolios on the webull platform allows people more option to finally deliver against a series of investment targets with a simplified and rational way,” said Amy Jenkins, head of the US. “This new offer also provides the Blackrock mission to help more people build wealth that serve them throughout their lives, making the investment easier and more accessible.”