Robo-advice: for flexible investment needs
Your advantages with Robot Advice
Simplicity and efficiency in the investment process, both self-service and consultant-assisted – on all channels.
Automated portfolio building and management, resulting in reduced outlay while maintaining a high number of personalized customer portfolios for all types of mandates.
Integration in existing systems and environments. Combinable with ti&m channel suite modules.
Questionnaires to determine investor type and to take existing portfolios into consideration.
Based on traditional portfolio theory or rule-based algorithms. Custom adjustment based on customer needs and wants, up to and including the selection of individual securities.
Seamless transition between self-service and face-to-face advice.
Investment suggestions and portfolio monitoring. Customer-friendly presentation of reallocation suggestions for advice mandates ensures regular touchpoints with the customer.
Give us a call or send us an email – Pascal Wyss will be happy to advise you.