How ROBOAdvice Works
ROBOAdvice includes three features – a front-end customer discovery and investor profiling tool, a customer portal platform and a 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, and assesses their risk appetite and 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 investors’ progress 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.
“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.”
