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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 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

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.

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