Hybrid Digital Advice

What is Hybrid Digital Advice?

Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support.

Hybrid Advice recommendations are 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. The additional feature of a Hybrid model is that Advisers can have the flexibility to deviate from CIP strategies based on a client’s specific circumstances and offer a bespoke client portfolio under an SMA/Discretionary basis as and when appropriate.

Through hybrid advisory, firms can evolve their business, attract a new customer segment, and serve them flexibly and cost-effectively whilst realising greater operational efficiency. Embracing our hybrid advice digital model can generate more revenue per Adviser/Agent/Relationship Manager while effortlessly serving a broader customer base.

User Portals Provided

Client/investor portal

ADVISER portal (Intermediary)

Portfolios/products portal

Administration portal

Key Features

CASE STUDY

See how we helped a firm launch their Hybrid Advice Solution

Project Info

One of South-East Asia’s most prominent banks set out to create the best hybrid advisory wealth platform within their Brokerage & Securities division to provide everyday individuals with regular investing and professional portfolio management capabilities. 

Client

APAC Bank/Securities Firm

Industry

Wealth Management

Year

2019

Service

Business Model,
End-to-End Platform,
STP Integrations,
Infra & Deployments

For Full Details

Contact us

Our Solution

The solution we offered had to be one that complemented their existing execution-only securities brokerage business. Therefore, working together, we recognised that a hybrid model by leveraging their current relationship managers and their digital channels would be the best path forward.

The project named ‘i-Invest’ was the first to offer such automated and relationship manager assisted wealth planning for the mass customer base, gaining wide recognition across the industry.

Launched Capabilities

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 Hybrid Advice Solution