Robo Advisor Solution

Overview

Automate the advisory service offering

Robo advice is a growing trend that is becoming widely accepted. Robo-advising is not just about automation and the use of digital techniques to build and manage portfolios; robo advisor software provides advisors with the tools to address their market, competitively.

Being at the forefront of technology the Robo Advisor omni-channel solution delivers modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm.

It is a powerful wealth management system that its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio construction and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s business requirements.

It can be set up and accessed in the cloud or on-premises, with the utmost security of data and analytics.

Key Features

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Self-registration and self-onboarding of clients
Advanced document management capabilities
Powerful and adjustable client risk profiling tools, scoring and auto matching with relevant investment strategies
Automatic portfolio construction and regular rebalancing
Adaptability in utilising multiple asset-class and multi-currency products, including ETFs and Mutual Funds
Automated client communications, compliance and risk monitoring
Dynamic and auto-reporting, alerts and extensive CRM tools for hybrid models
Pre-defined, automated and easily customisable processes
Flexibility to accept clients’ preferences and payment details
Integration with custodian banks, fund managers and market data providers

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Automates and streamlines the full financial advisory process
Saves on resources and increases the firm’s capacity and productivity
Minimum operating costs, allowing to target new client segments with lower investment amounts
Offers an elegant and user-friendly application for faster client acquisition and retention
Penetrate new markets, with modern and innovative services
Provide competitive digital services, while complying with applicable regulations
Unique flexibility from configuration, to deployment, to pricing options
Always available from anywhere at any time, on any computer or mobile device

Why choose our Robo Advisory solution?

Following international best business practices, the Robo Advisory solution enables firms to deliver these type of services, either as a separate entity or as part of their existing business setup, to a wider mass market, adding significant value to their operations. The Robo Advisory solution with its cutting-edge technology achieves a common and unique at the same time user experience, delivering a complete offering of omni-channel wealth management services.

Robo Advisor Solution

Overview

Key Features

Announce coming events

Announce coming events

Announce coming events

Announce coming events

Announce coming events

Why choose our Robo Advisory solution?

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