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Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform.
Goal-based Investment Plans
Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets.
Easy Customer Onboarding
Tradesocio’s Robo Advisor features an easy customer on-boarding process which is interactive and engaging. Its easy-to-use interface can showcase transaction history and performance benchmarking, with a clear overview of portfolio positions. It provides transparent fee calculation, automated accounting, and a fully-flexible reporting suite.
Robo Advisor can be used with a wide range of investments, such as funds, ETFs or equity investments. This solution can be seamlessly integrated to a company’s existing infrastructure. With secure hosted SaaS for web and mobile, it provides a secure deposit and withdrawal payment method.
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We at Tradesocio Build Develop Curate Solutions
We believe that our solutions are collaboration between us and our customers. And we work hard to deliver on our commitments and build long-term relationships.