Audience
For financial institutions that use digital technology in need of a program to allow them to handle investment management and brokerage solutions to customers
About Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets.
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Integrations
No integrations listed.
Company Information
Tradesocio
Singapore
www.tradesocio.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Tradesocio Frequently Asked Questions
Q: What kinds of users and organization types does Tradesocio work with?
Tradesocio works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Tradesocio support in their product?
Tradesocio supports these languages: English.
Q: What kind of support options does Tradesocio offer?
Tradesocio offers support via online.
Q: What type of training does Tradesocio provide?
Tradesocio provides training in the form of documentation.
