Overview
Being at the forefront of technology the Robo Advisory solution delivers omni-channel, modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm.
The Robo Advisor platform is a powerful wealth management system that 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.