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