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Saffron Robo Platform

HQ Location

London, United Kingdom

Website Address

www.saffronrobo.com

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Solution introduction

Saffron Robo provides IFAs, private banking, wealth and asset management companies around the world with a smart robo advisory solution that’s fast to deploy, easy to use and cost efficient to operate

Our cloud-based platform automates the investment process and transforms the way portfolios are managed

The Saffron Robo Platform 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%.

Features

The Saffron Robo platform has the following modular-based features:

  • Onboarding that includes KYC, online ID verification, AML and suitability checks
  • Financial planning - risk profiling questionnaire
  • Fully integrated CRM
  • Document management
  • Campaign management
  • Investment stock selection
  • Individual portfolio creation
  • Re-balancing
  • Goal tracking and portfolio visualisation
  • Investment engine that is capable to multi-asset portfolios
  • Strategic and dynamic asset allocation 

Benefits

  • A fully integrated end-to-end robo advisory platform
  • The system's on-boarding, KYC and AML monitoring facility
  • Fully workflow controlled and 100% digital from a client experience
  • Lowering customer onboarding time and costs
  • Fast market deployment, enabling faster client acquisition
  • Modular platform approach
  • Simple clear processes maintaining client interest

Key Data

Year launched
2018
WEALTH MANAGEMENT CLIENTS
1-5
Type of Clients
  • Digital wealth manager
  • Local Private Bank
  • Private Client Investment Manager
Client Regional Presence
  • Asia
  • Western Europe

Saffron Robo Platform

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Connect with Saffron Robo Services

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