Best Robo-Advisory Software - Page 2
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:
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Quantfolio's Robo Advisor is a white-label solution designed to empower financial institutions to offer self-service and personalized investment advice. By integrating this platform, banks, wealth man
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Simplewealth makes investment easy, with professional automated investment service.
124 Twitter followers
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Headquartered in Seychelles, T4Trade is a global leader in online trading providing a state-of-the-art trading platform and exceptional trading conditions to both beginners and professionals since 202
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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 dat
1,466 Twitter followers
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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.
3,344 Twitter followers
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B2B white-label robo advisory is an integrate solution for digital and hybrid business models.
68 Twitter followers
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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.
150 Twitter followers
