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Overview

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

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

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 customizable processes

Flexibility to accept clients’ preferences and payment details

Integration with custodian banks, fund managers and market data providers

Benefits

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 the Robo Advisory solution by Profile Software?

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.