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Truist Wealth expands its digital investing capabilities with Truist Invest

Robo advisor and hybrid investment solutions can help give clients control and confidenceCHARLOTTE, N.C., Aug. 29, 2022 /PRNewswire/ -- Truist Wealth has expanded its digital investment offerings with Truist Invest, a robo advisor, and Truist Invest Pro, a hybrid investing solution that combines automated investing with access to a team of financial advisors."Digital investing solutions are an example of Truist's T3 strategy which combines the client's preferred level of personalized touch and innovative technology to create trust," said Joseph M. Thompson, chief wealth officer at Truist. "Truist Invest and Truist Invest Pro provide simple and secure access to a portfolio that is purpose-built to help an investor achieve their goals and is backed by our investment expertise that can help individuals and families build better lives."Truist Invest helps a client identify their goals, risk tolerance and existing investments to create a tailored portfolio recommendation. Once an account is opened, clients benefit from a daily portfolio analysis which drives opportunities for automated rebalancing and tax loss harvesting. Clients can also make changes to their preferences on demand to adapt to their changing financial situation and needs.Truist Invest Pro is a hybrid investment solution that combines the digital capabilities of Truist Invest with advisor-driven advice. With Truist Invest Pro, clients gain unlimited access to a team of financial advisors who can help build a personalized portfolio and provide investment advice.
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