Follow the signs of the times with our robo advisory software
With the wave of digitalisation, so-called robo advisory software now also enables functions that allow end clients to manage sub-processes of the investment themselves. How?
First and foremost through FinTechs. Above all, they make use of digital progress and the related affinity of younger generations for corresponding end devices. FinTechs are predominantly involved in this environment, as banks have not technologically reached the same level of development here yet. This is primarily about the segment of retail clients. Our robo advisory software gives you the opportunity to offer digital value-added services in exactly this segment. And this includes the digital processing of all regulatory boundaries. And the combination of the elements digitalisation, regulation, and experience puts you in a pole position as compared to the FinTechs.
Why is robo advisory software important for a bank or financial service provider?
Digital clients have a high need for information, they love to make their own decisions, and they want to identify with their decisions to a high degree.
aixigo assists you in designing your robo advice software – not only with the long-standing experience of a pioneer with respect to the subject behavioural web and user experience, but also with a comprehensive catalogue of components:
For example, here you can see an excerpt of some of the components we have built as part of developing a complete digital wealth management process. These features are all based on an API service platform. Thus, they are immediately available, flexibly configurable and bring maximum speed. This approach allows you to quickly and securely assemble a robo advisor to your liking. The catalogue can support a wide variety of risk profiling, asset allocation and client channel concepts.