ROBOAdvice Automated Advice

A self-guided advice option for low-touch interaction with customers

ROBOAdvice provides personalised investment recommendations using technology to automate the investment advice tasks a financial adviser would normally do.

How ROBOAdvice Works

ROBOAdvice includes two features – a front-end client discovery and profiling tool and a back-end adviser portal platform.

Built with a custom flow and branding to suit your business, ROBOAdvice first leads clients through an online discovery process. It then determines clients’ goals and timeframes and assesses their risk appetite and preferences before finding their best KiwiSaver match.

In the adviser portal, advisers can monitor clients’ progress and intervene when in-person advice is needed. The advice clients receive along with everything they do, is recorded in a record of advice document.

Try Our ROBOAdvice Demo

A self-guided advice option for low-touch interaction with customers

Contact our team for access to our ROBOAdvice Demo.

“We were looking for ways to expand our client base and entice new investors. The perception is that financial advice is expensive but with ROBOAdvice everyone can afford it.”