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Digital Robo Adviser
An intelligent, fully automated robo-adviser solution that delivers personalized investment recommendations, helping clients achieve their financial goals with no human interaction.
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.
More Than Just Business Solutions
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Seamless Digital Wealth Management
A smart robo-adviser that evaluates client circumstances and provides optimized, goal-based investment recommendations entirely online.
Smarter, Affordable Financial Advice
Enables firms to offer high-quality investment guidance at scale, reducing costs while improving accessibility for all investor types.
Data-Driven Investment Management
Powered by a centralized investment proposition (CIP) with strategies like Model Portfolios, DFMs, and Multi-Asset Funds tailored to risk and client goals.
AI-Driven Guidance & Financial Nudges
A proprietary, client-centric algorithm ensures personalized recommendations and continuous financial insights to support users at every stage.
