Robo Advisor: Get an ally for your business with your own Robo Advisor

Face the current market competitors with a tailor-made solution from a leading company with cutting-edge financial technology. We simplify your efforts to get into these services by providing a platform that is easy to implement. 

Key Features

  • Administration Website
  • Complete Onboarding Process
  • Easy integration
  • Portfolio discretionary management
  • Portfolio Monitoring: Analysis, Suitability-Check, Reporting & Alerting
  • MiFID II Compliance
  • Model Portfolio Management
  • Fee Management
  • Business Intelligence Tools
  • Notifications & Alerts
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Product overview

Tailor-made customer Interface

Our user interface has all the ingredients for investors: easy, intuitive, visually appealing, responsive and white-label.

Cutting-edge financial technology

Cutting-edge financial technology: Scalable API-ready platform with the highest security standards and full documentation.

Tower wealth management

The core is a flexible multitasking platform with all requirements: model portfolios, financial CRM, reporting, rebalancing and a safe communications channel with the custodian.

Custodian operation channel

Our customers can switch the buy-and-sell operations with the custodian company they prefer to work with.

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Would you like to know more about Robo-Advisor services?

Download our guide to learn more

Download PDF
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Services

Create your advanced toolbox with performance, risk and market data analysis with a user-friendly design to offer new alternatives for your more independent customers.

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Landing Page

Design focused on corporate identity, local regulations, specific messages and content for investment education for your target customers.

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Profile Test

Customise questionnaires with various types of design in accordance with your preferences, such as semantic, graphic or other.

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L&F Modifications

Texts and disclaimers according to corporate identity and includes innovative design proposals to improve the customer’s experience.

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Rebalancing Portfolio Engine

Set rebalancing in accordance with your investment policy, with support from our team of analysts.

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Native App

Native mobile apps based on the company’s needs, in all operating systems (Android, iOS, Windows).

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Wealth Management Platform:

We implement our Tower platform in the robo-advisor.

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Benefits with Robo Advisor

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Design-based platform

Easy-to-use, modular and flexible platform platform

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Independent solution structure from design

Design according to brand design and independent from all of its modules

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API based platform

Simple structure to solve specific needs from the company or final customer

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Advanced technology

Machine learning and language processing technology to improve uncomfortable processes

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Want to know more about us?