Best Robo-Advisory Software

    Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.

    Robo-advisory platforms automate portfolio creation based on an input of acceptable risk parameters, income, and other aspects of a client’s investment mandate. These applications can also automate the reinvestment of dividends and tax optimization activities.

    Robo-advisory software often integrates with CRM software and other financial services software such as banking software and financial research software.

    To qualify for inclusion in the Robo-Advisory category, a product must:

    Automate investment portfolio creation
    Issue investment advice based on market data
    Be designed for B2B use

    Compare Robo-Advisory Software

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    (1)5.0 out of 5

    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    (1)4.0 out of 5

    RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.

    (1)4.0 out of 5

    VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.

    0 ratings

    Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It enables businesses to make saving and investing more straightforward and intelligent for their clients.

    0 ratings

    An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.

    0 ratings

    InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships, tailored for specific client bases. Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.

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    Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.

    0 ratings

    Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.

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    A trading platform that works as hard as you do

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    OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.

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    Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored investment advisory service delivered directly to their smartphones.

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    Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts.

    Provide customers with personalized financial advice and guidance, consistent across all channels. Start with your customer’s context – not your own product catalogue. Stay ahead of the competition by treating each customer uniquely, catering to their specific needs, provide only what is relevant to them.

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    Oranj is a wealth management application for financial advisors, wealth managers, and money managers.

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    PINTEC , is an intelligent financial services technology platform. PINTEC drives new financial product opportunities by expanding access to financial services for consumers, mitigating risk by decreasing human interference, and breaking down historical financial market barriers.

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    Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.

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    Simplewealth makes investment easy, with professional automated investment service.

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    T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.

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    Tradency has the biggest pool of trading strategies in the world. They also have a unique algorithm which creates bespoke packages of trading strategies and keeps it constantly updated. Using this database with its unique algorithm for choosing and rebalancing strategies creates the most powerful trading platform for users to benefit from the FX/CFD market.

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    Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free.

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    B2B white-label robo advisory is an integrate solution for digital and hybrid business models.

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    Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle.