Address new markets and increase profitability
The Axia Robo Advisor solution delivers a digital, omni-channel self-service to enable wealth management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II, GDPR).
It also supports a hybrid-advisory service, should personal advice be needed. It delivers automated investment management advice anywhere, anytime packed with online tools for both the customer and the professional investor to communicate interactively as needed.