No more manually trading for each client.

ONE SMART FUND
MULTIPLE CLIENTS
AUTOMATED

bob

BOB'S
MISSION

Our mission is to offer a wide range of professional investment models that empowers investors to self-direct participation and retain control of their assets.

Bob makes consuming investment models as simple as one, two, three, and four!

Want to know the best part? He doesn’t take custody of your assets. He executes everything directly in your accounts.

WHO IS
BOB?

Bob is the face of our automation system. He saves you time, does the grunt work, and lets you get back to adding value in a more effective way.

Bob was created to ease the consumption of investment models and create an ecosystem for everyone to access them. His savvy approach to receiving signals from model providers and executing trades directly in the account holders account sets him apart from his counterparts. He makes consuming models as easy as it should be. No longer are you required to manually perform all the redundant tasks of model consumption and management, just let Bob do it for you.

LET BOB HELP YOU

ACCESS

Bob provides access to professional curated models in one central location.

ANALYZE

Let Bob help you compare different models presented together in one location for comparison.

CONSUME

After you select the model of choice, Bob steps in and facilitates all the functions necessary for consuming the model directly in your account(s).

AUDIT

Our patented technology monitors your model usage to ensure you only pay for what you use.

BILL

In Bob’s ecosystem, billing couldn’t be easier. You can leverage multiple models, paid or free, in one space, and receive only one invoice.

PAYMENTS

Directly correlated with our billing system, you can make one payment to cover all costs for Bob’s automation services and any model usage fees accumulated.

OUR CLIENTS & PARTNERS

We value our partners and leverage their individual expertise to make Bob more powerful.

Bob, has revolutionized my practice. With Bob I am now able to automate my entire practice. This has saved me countless hours and with the extra time I am able to grow my practice while spending more time with my family.

Mario J Payne, CFP®
REGISTERED INVESTMENT ADVISORS