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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.
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.