Solution introduction

Hybrid robo-advisory solutions

Benifits 

  • Hybrid robo-advisory which involves both humanized robo-advisor is now the new normal
  • Investment advisor or planner can utilize iPad or Android tablets to serve clients more efficiently 
  • Paperless account opening with digital KYC on the cloud can speed up the onboarding process
  • Human advisors iniate buy/sell transactions on a tablet then client can confirm them from the mobile app or OTP
  • Robo-Advisor can hel manage and rebalance portfolio automatically 

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.