Assante Connect is an online investing platform that pairs seasoned portfolio managers with digital advice services.
Find the portfolio that meets your financial goals.
Get simple pricing so you know exactly what you’re paying for.
View your investments online anywhere, anytime.
Assante Connect is available exclusively to clients referred from Assante Wealth Management. Contact an Assante Advisor today to get your exclusive invitation.
If you don’t already have an Assante advisor, that’s ok, contact our service team and we’ll connect you or visit Assante.comAssante.com.
Complete a series of questions to determine your risk level.
Based on your answers, we will propose the investment strategy best suited for you.
Once you are satisfied with our recommendation, you can open and fund your account.
After your account is funded, we start investing for you. Portfolios are monitored daily and rebalanced when needed.