Get your platform developed by the Robo-Advisor & Auto-Trading world leaders
Add robo-advisory service to your offering
Build a robo-advisory complete solution based on your marketing strategy, assets lists and your brand identity. Tradency offers a robo advisory software development that includes unique modules and features for your company to stand out from the competitors. Integrated with your existing financial systems, our development services enable to provide your customers with an attractive digital investment solution.
The ultimate Robo-Advisor infrastructure
A comprehensive, out-of-the-box robo-advisor infrastructure for multi asset trading. Enabling brokers to construct bespoke robo-advisor platform.
Broad out-of-the-box components minimizing R&D expanses
Expedite time to market by using our experienced product and development teams
Flexible and customizable to the customer needs, from using certain backend components to full turn key project
Full stack digital investment ecosystem
Advisors / Stratgeis / Portfolio builder
API to 3rd parties
Banks / Financial institutions
Data & execution
Building for you a portfolio formation method, or customizing our ready conventional portfolios types.
Follow the market
Use ETFs & Index
Themes of investments
Next mutual fund generation
Ongoing Market scanning
Advanced advisory content from multiple channels
Forecast and backtesting
To provide the client with useful data to manage their investment, several analysis tools are accessible as API or GUI.
Full list display of the asset allocation according to client profile. Tradency have experienced in developing multiple types of graphical layouts and customizations to the portfolio allocation display.
Calculated expected portfolio results.
Simulation of past performance based on real market data.
Top-notch front end
Designing and building beautiful and simple user interfaces according to the latest designing and UX standards
Using latest client frameworks and architectures,
Mobile first development
Full support for all browsers and devices
Expert team in product , UI and UX
Management and Backoffice System
Offering complete control over operations and configuration
Packages: constructing new packages and managing existing
Robo advisor rules: defining rules for Robo advisor mechanism and wizard
Assets List: selecting specific assets markets for the service
Layout settings: GUI definitions
Analytics: statistics of system users
Platform definitions: general setting for the entire service
Experinced with over 100 integration into financial institutions. Connecting to a wide range of proprietary and FIX protocols.
Able to support multiple asset classes such as: stocks, bonds, ETFs, mutual funds, options, commodities…
Execution and Data
Execution connection to a 3rd party or proprietary systems. Market data connection to a 3rd party or proprietary provider.
An Hybrid Robo Advisor platform developed by Tradency. The platform enables direct interaction between the bank advisors and the clients to ensure effective investment. The platform integrated with 3rd party portfolio analysis tool to provide additional insights for the client portfolio.
InterGen Data Digital Advice
View in this video Presented by Robert Kirk, the CEO of Intergen Data the project Tradency have developed for InterGen that includes the backend and front end development. InterGen product is Using an AI engine to predicts the investor future financial capabilities based on demographics data.