_ Robo Advisor
A highly configurable automated investing platform that delivers hyper-personalised portfolios for goal-based investing.
Hyper-personalised and purposeful investing for the mass market.
Increasing numbers of investors seek low-cost access to investment services - to convert savings into investments or to manage their wealth. They look for automated digital tools that offer a guided but personalised and purposeful investing experience. The question is, how can such a mass of investors be served at scale?
Robo Advisor - Our white-label and highly configurable automated investing platform - provides goal-based investing with hyper-personalised and purposeful portfolios. The portfolio construction engine is powered by sophisticated algorithms that incorporate the investor’s investment preferences and risk profile. The scalable solution masters the construction and rebalancing of a large number of individual portfolios.
A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.
The white-label robo advisor that helps you win the mass investor.
Grow AUM
Appeal to a wider range of investors with different needs and preferences, and capitalise on the growing demand for automated investing. Attract new customer segments and retain loyal clients, ultimately growing your AUM.
Save costs and increase efficiency
Highly scalable algorithm-based automation of portfolios delivers hyperpersonalisation at scale to customers across the wealth curve (retail, mass affluent and High Net Worth) and drives down your operational cost. Serve investors at scale more quickly, more accurately and more efficiently.
Enhance existing services
Complement your existing advisory services with automated investments. Offer convenience: a digital investment platform that is accessible 24/7 from anywhere - on mobile and web.
Hybrid
Apply different service levels of advice and differentiate your investment service between segments. Monitor the performance of automated portfolios and follow up on clients through the automated investment process.
Launch your own Robo Advisor.
Launch your own Robo Advisor.
Discover our Product Suite
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more
Portfolio Optimizer
A cloud-based portfolio construction framework that allows customisation at scale. Discover more
Insight APIs
A suite of API-enabled solutions to guide wealth customers in their investment decisions. Discover more