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ROBO-ADVISORY TECHNOLOGY

This solution is for banks offering wealth management as a non-core product; it has several modules that are interrelated but independent: Questionnaire, Portfolio management module, Order execution system, Risk-management. We currently support integration with Morningstar® and Interactive Brokers.

 

INTERACTIVE RISK-PROFILING

Try our chatbot to get the estimation of your risk tolerance and return objectives. Profiling may be boring while chat-bot makes it amusing and interactive.

INVESTMENT PORTFOLIOS

The investment portfolios may vary from passive index portfolios to active high-risk portfolios of crypto assets. Let the investor see the back-tested performance and decide.

TELEGRAM ADVISOR-BOT

More and more people use messengers for communication. Why would you beat them? Join! Get an additional sales channel and let your clients have fun.

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PORTFOLIO MANAGEMENT

MT4/MT5 compatible solutions helps you enrich your product offering. Our white-label portfolio management modules are designed to increase client acquisition as well as client retention rates.

 

ROBO-ADVISOR CYBO

CYBO combines client investment profiling, portfolio recommendation and asset management modules. 

How it works? First, CYBO assesses risk profile of an investor and suggests a suitable one from a set of 36 portfolios. CYBO allows micro investments of $1000, $5000 and $10000+.

Target audience. CYBO is suitable for those investors who are disappointed with their personal speculations.

Investment style. It analyses the trading activity in the network and creates its own portfolio based on the ML algorithm.

INVESTMENT PORTFOLIOS MARKETPLACE

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PORTFOLIOS MARKETPLACE

  • 30+ investment portfolios:

  • various asset classes: US and European equities, ETFs, commodities, FX and crypto currencies

  • long-only portfolios with three levels of risk: conservative, moderate, aggressive

  • three recommended investment horizons: short-term, mid-term and long-term

 
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PRODUCT FEATURES

INVESTMENT SYSTEM

Out-of-the-box technological solution for financial institutions to provide their clients with robo-advisory services: 

  • Automated portfolio rebalancing & strategy execution

  • Pre-trade and post-trade risk management modules

  • Support for both pooled client assets and execution on a single client account

  • Both passive and active portfolios

REAL-TIME MONITORING

Informative dashboard eases performance tracking of multiple portfolios. Besides, it provides most important risk and P/L metrics.

CUSTOM INTEGRATION

The solution compatible with native broker APIs, REST, WebSockets as well as FIX with modular deployment on premise or in the cloud. It includes integration with leading market data providers, brokers & custodians or can be integrated by request.

PROJECT MANAGEMENT

Delivery of the final product within the pre-agreed time frames including coordination with both the client's and external vendors.

 

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Contact

+357 9765 1174

Address

Valoriana Services LTD, HE393848
Vasili Vrionidi 6, Limassol 3095, Cyprus

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