Solution introduction

Get your investment in gear

Discover a simple, flexible way to invest your money. Our portfolios are expertly managed, globally diversified and designed to maximise your returns

  • Personal design
    A flexible platform to develop your own robo-advisor business line.
  • Full compliance
    An adaptable solution to comply with all corporate and legal requirements.
  • New business line
    A way to satisfy an increasing demand from self-directed investors.
  • Easy integration
    An easy-to-integrate structure with your custodian and operative entity

Step into the Robo-Advisor world with us
Get an ally for your business with your own robo advisor. You can face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies. We simplify your efforts to get into these services providing a platform that is easy to implement, with all you need to be successful and supported by an expert team with more than 15 years of experience. Our stories in Australia and the UK confirm to us that we are right.

  • Expert management
    Our unique service is made possible using a team of experienced wealth managers. They decide on the most suitable investment approach, portfolio construction and asset allocation.
  • Monitoring and rebalancing
    We constantly monitor, manage and periodically rebalance your portfolio, to ensure that you have the right asset allocation for your profile regardless of what the markets do.
  • Value for money
    We generally use Exchange Traded Funds (ETFs), as they offer several potential benefits, including low costs, flexibility, diversification and more.
  • User friendly
    Answer our carefully selected risk suitability questions so that we can determine your attitude towards risk.
  • Access 24/7
    See exactly what you have invested in and how it is performing – at any time and from any device.
  • Competitive fees
    Our market-leading technology allows us to lower the cost of investment management.

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