Webull to Offer BlackRock Model Portfolios, Expands Advisory Services
Webull (NASDAQ: BULL) has announced a significant expansion of its advisory services through the integration of BlackRock model portfolios into its platform. The new offering, available through Webull Advisors, provides US-based investors access to professionally managed, diversified portfolios spanning multiple asset classes, including alternatives and digital assets.
The service features an automated, user-friendly process where investors complete a risk tolerance questionnaire to be matched with suitable portfolios. These discretionary accounts are automatically rebalanced and actively managed by Webull Advisors, an SEC-registered advisor. The collaboration aims to deliver sophisticated investment solutions through a modern digital experience, combining BlackRock's expertise in asset allocation with Webull's technology-driven platform.
Webull (NASDAQ: BULL) ha annunciato una significativa espansione dei suoi servizi di consulenza grazie all'integrazione dei portafogli modello di BlackRock nella sua piattaforma. La nuova offerta, disponibile tramite Webull Advisors, offre agli investitori statunitensi l'accesso a portafogli diversificati e gestiti professionalmente, che coprono diverse classi di attività, comprese alternative e asset digitali.
Il servizio prevede un processo automatizzato e intuitivo in cui gli investitori compilano un questionario sulla tolleranza al rischio per essere abbinati ai portafogli più adatti. Questi conti discrezionali sono gestiti attivamente e riequilibrati automaticamente da Webull Advisors, un consulente registrato presso la SEC. La collaborazione mira a fornire soluzioni di investimento sofisticate attraverso un'esperienza digitale moderna, combinando l'expertise di BlackRock nell'allocazione degli asset con la piattaforma tecnologica di Webull.
Webull (NASDAQ: BULL) ha anunciado una expansión significativa de sus servicios de asesoría mediante la integración de portafolios modelo de BlackRock en su plataforma. La nueva oferta, disponible a través de Webull Advisors, brinda a los inversores en EE. UU. acceso a portafolios diversificados y gestionados profesionalmente, que abarcan múltiples clases de activos, incluyendo alternativas y activos digitales.
El servicio cuenta con un proceso automatizado y fácil de usar, donde los inversores completan un cuestionario de tolerancia al riesgo para ser emparejados con portafolios adecuados. Estas cuentas discrecionales son gestionadas activamente y reequilibradas automáticamente por Webull Advisors, un asesor registrado ante la SEC. La colaboración busca ofrecer soluciones de inversión sofisticadas a través de una experiencia digital moderna, combinando la experiencia de BlackRock en asignación de activos con la plataforma tecnológica de Webull.
Webull (NASDAQ: BULL)은(는) 플랫폼에 BlackRock 모델 포트폴리오를 통합하여 자문 서비스의 대대적인 확장을 발표했습니다. Webull Advisors를 통해 제공되는 이번 신규 서비스는 미국 투자자들에게 대체 자산 및 디지털 자산을 포함한 다양한 자산군에 걸쳐 전문적으로 관리되는 분산 포트폴리오에 접근할 수 있는 기회를 제공합니다.
이 서비스는 투자자가 위험 허용도 설문지를 작성하여 적합한 포트폴리오와 매칭되는 자동화되고 사용자 친화적인 프로세스를 특징으로 합니다. 이러한 재량 계좌는 SEC에 등록된 자문사인 Webull Advisors가 자동으로 리밸런싱하고 적극적으로 관리합니다. 이번 협업은 BlackRock의 자산 배분 전문성과 Webull의 기술 기반 플랫폼을 결합하여 현대적인 디지털 경험을 통해 정교한 투자 솔루션을 제공하는 것을 목표로 합니다.
Webull (NASDAQ : BULL) a annoncé une expansion significative de ses services de conseil grâce à l'intégration des portefeuilles modèles de BlackRock sur sa plateforme. Cette nouvelle offre, disponible via Webull Advisors, permet aux investisseurs basés aux États-Unis d'accéder à des portefeuilles diversifiés et gérés professionnellement, couvrant plusieurs classes d'actifs, y compris les alternatives et les actifs numériques.
Le service propose un processus automatisé et convivial où les investisseurs remplissent un questionnaire sur leur tolérance au risque afin d'être associés à des portefeuilles adaptés. Ces comptes discrétionnaires sont automatiquement rééquilibrés et gérés activement par Webull Advisors, un conseiller enregistré auprès de la SEC. Cette collaboration vise à offrir des solutions d'investissement sophistiquées à travers une expérience numérique moderne, combinant l'expertise de BlackRock en allocation d'actifs avec la plateforme technologique de Webull.
Webull (NASDAQ: BULL) hat eine bedeutende Erweiterung seiner Beratungsdienste angekündigt, indem BlackRock-Modellportfolios in seine Plattform integriert werden. Das neue Angebot, verfügbar über Webull Advisors, ermöglicht US-amerikanischen Anlegern den Zugang zu professionell verwalteten, diversifizierten Portfolios, die mehrere Anlageklassen einschließlich Alternativen und digitale Vermögenswerte abdecken.
Der Service bietet einen automatisierten, benutzerfreundlichen Prozess, bei dem Anleger einen Risikotoleranzfragebogen ausfüllen, um mit passenden Portfolios abgeglichen zu werden. Diese diskretionären Konten werden automatisch neu ausbalanciert und aktiv von Webull Advisors, einem bei der SEC registrierten Berater, verwaltet. Die Zusammenarbeit zielt darauf ab, durch eine moderne digitale Erfahrung anspruchsvolle Anlagelösungen zu bieten, die BlackRocks Expertise in der Asset Allocation mit der technologiegetriebenen Plattform von Webull verbinden.
- Integration with BlackRock enhances Webull's investment offerings and credibility
- Expansion into professional portfolio management services opens new revenue streams
- Automated portfolio management and rebalancing capabilities add value to platform
- Access to diverse asset classes including alternatives and digital assets broadens investment options
- None.
Insights
Webull's partnership with BlackRock enhances its competitive position by expanding from trading to comprehensive wealth management services.
This strategic partnership between Webull and BlackRock represents a significant evolution in Webull's business model. By integrating BlackRock's model portfolios into their platform through Webull Advisors, the company is expanding beyond self-directed trading into professional portfolio management – a crucial development in the competitive digital investment landscape.
The diversified portfolios span multiple asset classes, including alternatives and digital assets, positioning Webull to appeal to investors with varying risk appetites and financial goals. The inclusion of these asset classes is particularly noteworthy as it differentiates their offering from traditional model portfolios that typically focus on conventional investments.
The service architecture delivers significant client benefits through its automated rebalancing and professional oversight from Webull Advisors (an SEC-registered advisor). This creates a sophisticated yet simplified approach to long-term investing that could appeal to Webull's technology-comfortable user base who value both convenience and professional management.
From a business perspective, this expansion enables Webull to capture a more comprehensive share of their clients' investment activities. The strategic alliance with BlackRock, the world's largest asset manager, instantly enhances Webull's credibility in the advisory space and provides access to institutional-grade portfolio construction expertise.
This development aligns with the broader industry trend where digital brokerages are increasingly offering managed solutions alongside self-directed trading capabilities. By providing a more complete investment solution, Webull strengthens its competitive positioning in the evolving digital wealth management landscape.
Webull enhances its advisory platform by integrating BlackRock's model portfolio capabilities, expanding investment options to better serve a broad range of investment needs.
Webull users now have access, through Webull Advisors, to a range of diversified portfolios spanning multiple asset classes, including alternatives and digital assets, tailored to meet varying risk appetites and financial objectives.
This new offering is available directly through the Webull app under the advisory section, giving users a seamless and intuitive way to access personalized investment portfolios. Designed with the needs of today's investors in mind, the solution caters to individuals who are comfortable with technology, value low-cost investing, and seek convenient, automated portfolio management.
Users begin by selecting an investment strategy aligned with their preferences. After completing a brief risk tolerance questionnaire, they are matched with a risk profile corresponding to a professionally managed model portfolio tailored to their financial objectives. These discretionary accounts are automatically rebalanced and actively overseen by Webull Advisors, an SEC-registered advisor, offering a simplified yet sophisticated approach to long-term investing.
"This collaboration marks an exciting step forward in our mission to deliver smarter, more personalized investment experiences for our clients," said Sara Schwartz, CEO of Webull Advisors. "By integrating BlackRock's model portfolio capabilities into our advisory platform, we're expanding access to high-quality, professionally managed model portfolios that align with a diverse range of financial goals and risk appetites."
"BlackRock's expertise in asset allocation, portfolio design capabilities and market insights enhances Webull's ability to offer sophisticated, next-generation investment solutions," said Arianne Adams, Chief Strategy Officer and Head of Derivatives at Webull. "Together, we're meeting the rising demand for dynamic, risk-aligned portfolios, delivered seamlessly through modern digital experience. This collaboration exemplifies Webull's forward-thinking commitment to innovation and to helping our clients build lasting financial well-being."
The collaboration delivers a transformative wealth management experience through a range of professionally managed model portfolios tailored to diverse investment objectives, supported by robust analytics and real-time data. Webull users gain access to enhanced short- and long-term investment opportunities – offering a more seamless, automated, and intelligent approach to managing their money.
"As more and more Americans begin to invest, the launch of BlackRock custom model portfolios on Webull's platform enables individuals more choice to ultimately deliver against a range of investing goals in a simplified and streamlined manner," said Amy Jenkins, Head of
About Webull US
Webull is a leading online investment platform built on next generation global infrastructure. Users of the Webull platform are empowered to pursue their financial goals with advanced charting tools, cutting-edge technology, and real-time market data. Through Webull's online brokerage, self-directed investors can access low-cost trading across a wide range of assets, including securities, options, and futures, along with wealth management services. Webull Financial LLC ("Webull Financial") is registered as a broker-dealer with the Securities and Exchange Commission (SEC) and a futures commission merchant registered with the Commodity Futures Trading Commission (CFTC). Webull Financial is a member of the Financial Industry Regulatory Authority (FINRA), the National Futures Association (NFA), and the Securities Investor Protection Corporation (SIPC). Advisory accounts and services are provided by Webull Advisors LLC, an investment advisor registered with the SEC. Registration does not imply a level of skill or training. All investing is subject to risk, including the possible loss of principal. Options involve unique risks not suitable for all investors. Please visit www.webull.com/disclosures to read the ODD. For more information about Webull, visit www.webull.com.
About Webull Corporation
Webull Corporation (NASDAQ: BULL) owns and operates Webull, a leading digital investment platform built on next-generation global infrastructure. Through its global network of licensed brokerages, Webull offers investment services in 14 markets across
About BlackRock
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
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SOURCE Webull Advisors LLC
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