ROBO Wealth Advisory

FUNCTIONS

Highly customizable
Robo Advisory engine

The Robo Advisory solution automates the consulting process based on the service model adopted by the intermediary. Together with advanced data analytics instruments, it enables the generation of investment proposals tailored to every type of customer, optimizing the cost of service delivery.

Adaptability to the specific
consultancy model

Through a heuristic approach and an algorithm built to adapt itself to the specific consultancy model, we generate proposals for customer clusters (mass/affluent/HNWI segments) considering the level of service – greater/less personalization –products in perimeter and costs.

Microfounded budgeting
process

All of these elements – data on clients, portfolios, functioning – allow the intermediary to adopt a microfounded approach to the construction of the refined budget considering exogenous variables, such as market trends and macro-economic variables.

CHARACTERISTICS

Complete response
to the entire advisory process

In-depth analysis of customers and of portfolios with the technological partners.

Control on the investment activity carried out adaptable to the intermediary’s service model: network of financial consultants, bankers, in-branch distribution, digital bank responds to the specific business needs and regulations imposed by supervisory authorities.

Extensive investible
universe

Extensibility of the investable universe with multi-asset products such as stocks, bonds, funds, ETFs, currencies, insurance policies, wealth management.
“Open” application solution based on APIs that integrate flexibly with third party instruments.
Integrates with artificial intelligence “chatbot” solutions to implement textual interfaces and to offer intermediary customers increasingly sophisticated digital services.

DATABASE OF FINANCIAL INSTRUMENTS AND PRICES

Data embedded
installation

The solution is also available in the cloud complete with a database of titles and prices (>300,000 multi-asset instruments). An extensive financial database (160,000 multi-asset products).
Italian mutual funds, SICAVs and ETFs, hedge funds, authorized and unauthorized foreign funds, pension and insurance funds, certificates, stocks, bonds and currency, indexes and benchmarks.