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.
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.
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.
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.
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
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
Informative dashboard eases performance tracking of multiple portfolios. Besides, it provides most important risk and P/L metrics.
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.
Delivery of the final product within the pre-agreed time frames including coordination with both the client's and external vendors.