Robo-Adviser is an automated investing or financial planning solution that considers clients’ circumstances and delivers suitable and appropriate recommendations to achieve their financial goals entirely digitally without any human interaction. Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds) based on risk, client segments and goal types.
Digital or Robo Advice can mean many things. Still, one certainty is that to remain competitive, firms need to provide an online automated advice model that delivers advice in a more cost-efficient way. Our client-centric proprietary algorithms and design experience give an intelligent automated platform, serving every customer with personalised guidance and nudges for life’s financial journey.
We’ve written a guide listing the main features of our solution, our ways of delivering flexibly, and a client case study to help you get started. Please complete the form to download our guide.