Solution introduction
Robo Advisor is a best-in-class white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings
InvestSuite’s Robo Advisor is a low-cost customisable digital wealth management journey offering an effortless and engaging experience to convert dormant savings into profitable assets
Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Financial institutions can digitise their wealth management with InvestSuite’s Robo Advisor, an omni-channel experience, featuring:
- Hyper-personalised portfolios at scale (if required, model portfolios can also be used)
- Human-centric user journeys and human-centric investing through our loss-based measure of risk
- On-demand and on-the-fly portfolio simulations
- Maximising conversion funnels through Discovery and Virtual portfolios
- Intuitive risk profiling with a dynamic flow that is psychometrically validated
It has 3 modules to be used together or individually that can be integrated via our APIs & configured to launch your very own robo-advisor program.
- Module #1 - Portfolio Construction Framework
- Module #2 - Front-end solution
- Module #3 - Risk profiling module
