customisable robo advice platforms

A powerful robo advice platform that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them.

scale the advice process to grow

How can companies effectively grow their customer base while delivering a more engaging and personalised investment experience?

An automated robo adviser makes it easier for advisers to open up new channels to market, while enhancing customer relationships and driving process efficiencies.

the robo advisory cycle

Digital advice is transforming the traditional financial services business model by opening the doors for the next generation of investors to access expert investment and financial advice at a fraction of the cost. Developed with flexibility in mind, our white label robo advice platform can be customised to match your branding requirements and include your specific workflows and advice protocols.

Client information is collected during the digital onboarding stage, including investment needs, goals, and risk profiling. From simple through to highly complex advice processes, our solution is configured according to the complexity of your advice process.
Powerful algorithms, financial calculators and forecasting tools are used to process the data, providing clients with real time advice in a user friendly, digital format, with optional statement of advice documents available for download. Advice disclosures, earnings and information can be graphically displayed, educating investors through integrated buttons and chat functionality.
Digital workflows can be set up to periodically review the advice for relevancy. Changes in life events, market performance or financial circumstances can be digitally processed, providing advice that is relevant at each point throughout the investors life cycle.

Key robo advice platform tools

As one of the first white label robo advice platforms in New Zealand, our solution is developed to improve the financial situations of Kiwi investors by making quality advice more accessible to emerging investors. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor. Intuitive workflows keep customers engaged and educated throughout their journey, helping to improve the financial literacy of investors.

digital
onboarding

eKYC & eAML

risk profiling

financial calculators

digital advice output

open up new channels to market

Online, automated advice reduces costs and improves efficiencies, helping to open up new customer segments. Whether you choose to go hybrid or fully digital, a robo advice platform helps to improve accessibility to a larger audience, and makes it more feasible to service them anytime, anywhere. Accelerate your direct-to-retail strategy by combining lower management fees and smaller account minimums with automated digital advice to improve the investing strategies of the next generation of investors.