Service:
Asset Management
Digital Wealth Management Platform

Digital Wealth Management Platform

Project Overview

Our team is continuously working to further enhance the traditional investment consulting and wealth management procedures into the digital world. The Robo Advisor is a multi-custodian digital wealth management platform that includes: Digital Onboarding, CRM functionality, Bank API Integration, Portfolio and Reporting. Moreover, the platform provides its users a simple and elegant user interface, friction-free User Experience while offering special features such as a built-in risk assessment and enhanced security (two-factor-authentication).

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