InvestSuite Robo Advisor

Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. It has 3 modules to be used together or individually that can be integrated via our APIs & configured to launch your very own roboadvisor program. Module #1 - Portfolio Construction Framework The portfolio construction framework is the heart of our roboadvisory solution and is unlike any other in the industry. It uses an advanced risk measurement (improves on cVaR) to deliver solid performance with lower day-to-day downside potential. It applies the advances in mathematics & optimization in the last 70 years to Modern Portfolio Theory (MPT) to generate mathematically optimal portfolios by selecting the best combination of instruments from a defined universe of up to ~1500 instruments. The framework is highly parameterizable and the only one we know of that offers truly personalized portfolios. Module #2 - Front-end solution Our app guides clients through the process of investing and keeps them informed about what’s happening in their portfolio. It was designed based on user experience best practices and can be customized to meet own brand values and look & feel. Further details include: In a hybrid setup, advisors will use this solution. Easy to integrate in your client channels. Developed according to mobile-first principles Stand-alone or fully integrated into the existing website of the financial institution Easy integration with your banking platform through state-of-the-art APIs Fully manageable via the configuration console. 24/7 availability and dedicated client support. Module #3 - Risk profiling module This is a MiFID-compliant risk profiling module that can be used to either digitize your current risk profiling logic or you can use our internally developed, psychometrically validated solution. We apply a robust framework that maps every answer to the most suitable investment proposition.