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Robo-advisors offer product portfolios that are often narrow in scope, leading clients to go elsewhere to meet their charitable goals. is here to change that.

Our philanthropic platform for DAF 2.0 enables robo-advisors to introduce an affordable, self-directed digital donor-advised fund. Proactively support clients’ giving goals, in addition to their financial ones, all while acquiring and retaining clients and expanding your product portfolio.

The following resources are available to enhance your understanding of’s philanthropic platform and its unique advantages for robo-advisors.