Robo Advisory Solution
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 customisable 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
