ROBOAdvice includes three features – a front-end customer discovery and investor profiling tool, customer portal platform and back-end adviser portal platform.
Built with a custom flow and branding to suit your business, ROBOAdvice first leads customers through an online discovery process. It then determines clients goals and timeframes, assesses their risk appetite and investment preferences before finding their best investment match.
With the client portal add-on, advisers can let existing customers view their portfolios and monitor their investment performance. Advisers can also message clients one to one or on-mass.
In the adviser portal, advisers can monitor the progress of investors and intervene when in person advice is needed. The advice customers receive along with everything they do, is recorded in a record of advice document.