Digital Robo Advice

What is a Robo-Adviser?

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.

User Portals Provided

Client/investor Portal

Portfolios/products Portal

Administration Portal

Key Features

CASE STUDY

See how we helped a firm launch their Robo Adviser

Project Info

One of South Africa’s largest banks set out to create the best automated savings platform in their market to provide everyday individuals with lifetime financial guidance and confidence about their future investment success. The project – named ‘Extraordinary Life’ – has been tremendously successful, gaining recognition across the EMEA Financial Services industry.

Client

EMEA Asset Manager

Industry

Asset Management

Year

2018

Service

Business Model,
API Modules,
STP Integrations,
Infra & Deployments

For Full Details

Contact us

Awards

This solution has won the The Banker’s Tech Projects Award for Best Artificial Intelligence and Robotics category, and WealthObjects has been recognised as the Partner Winner for the provision of its Platform and APIs which power the ‘Extraordinary Life – Digital Advice’ solution.

The project has also been selected as a finalist in the 2018 Gartner Eye on Innovation Award for Financial Services from the EMEA region.

OUR WAY

Learn about our flexible ways of delivering your solution​

Implementation Options

End-to-End fully integrated

API-based with your UI/UX

A combination of both methods

Deployment Options

On-Cloud
Private Instances

On-Premise Instances

A combination of both methods

Scalable Pricing Options

Monthly Licencing incl. Support

One-off Licencing & Annual Support

Other Combination Options

We collaborate

Let's launch your Digital Robo Advice Solution