Saffron IOS

HQ Address

Cannon Place, 78 Cannon Street, London, EC4N 6AF, United Kingdom

Website Address

saffronios.com

Connect with Saffron IOS
Business introduction

Life cycle management company

Saffron Robo Services is a software, services and support company that is transforming client portfolio management and advice within the financial services sector

The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface.

Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling services as well as CRM, portfolio management and on-line client reporting. The entire system can be white labelled to exact specifications. Additionally, Saffron can fully automate the client on-boarding and on-going AML checks via digital ID verification and daily global AML monitoring which can reduce on boarding time by upwards of 50%.

The Saffron Robo Solution leads the way in robo-advisory solutions. Its power lies in the flexibility of its investment engine and the ability to deliver a thoroughly engaging and interactive user experience. It has the capability to flex with evolving investor needs and automatically adapts to changes in market conditions. Lower operational costs mean that institutional multi-asset allocation portfolios can be made available to a wider audience while substantially reducing the minimum level of investment required.

Saffron Robo’s cloud-based platform can be tailored to the needs of each of our individual clients and provides an end-to-end automated advisory service that helps investment management firms deliver an exceptional client experience while optimising RoI.

Saffron IOS Solutions

Saffron CRM - Campaign Management - Document Management solutions

Saffron has taken a different approach to CRM data entry and via (client defined) workflow driven input, the solution can cut CRM administration by upwards of 50%, thus ensuring more time is spent on value add, client facing and sales related activities. The Saffron CRM will bring meeting notes to......

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Saffron Digital ID Verification

In today’s uncompromising regulatory environment no business can risk handling funds that are not legitimate, accountable and auditable. For companies to avoid large fines and reputational damage they need to avoid customers and funds that are associated with money laundering, fraud or terrorism.  From financial services to real estate and travel,......

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Saffron Institutional Onboarding Solution (IOS)

Saffron Institutional Onboarding Solution (IOS) has been specifically designed for the financial marketplace and provides complete control over any in-house or outsourced activity concerned with mandate onboarding or fund launches. Asset managers and asset servicing firms can evidence that they are in complete control of all processes as the outsourced body,......

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Saffron Investment Engine

Our sophisticated investment engine has the in-built intelligence to design tailored outputs for clients based on their individual preferences: Tools to assess financial goals, attitude to risk and loss aversion Tools to apply client-specific portfolio parameters, such as currencies Tools to support core asset allocation processes and adaption to personal goals Tools to identify......

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Saffron Onboarding Solution

The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface.  Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling......

business needs
view solution

Saffron Robo Solution

The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface.  Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling......

business needs
view solution

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