Solution introduction

Financial Robo Advisor

Olly is a robo-advisor service that helps clients easily and safely invest their funds through personalized portfolios

It provides a customized asset allocation portfolio tailored to the client's investment horizon and executes automated investments within the client's securities account. To ensure the safety of clients' assets, Olly performs daily asset adjustments based on analysis and sends customized alerts when important financial market events occur, accompanying clients throughout their financial investment journey.

 

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