London, United Kingdom
Our cloud-based platform automates the investment process and transforms the way portfolios are managed
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 has the following modular-based features:
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