Robo-Advisors

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.

Cost effective

Broad out-of-the-box components minimizing R&D expanses

Quick time-to-market

Expedite time to market by using our experienced product and development teams

Flexible

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

Back End

Content

Hybrid

BacK office

Dynamic

Multi assets

Portfolio management

API to 3rd parties

Banks / Financial institutions

Data & execution

Retail GUI

Portfolio formation

Building for you a portfolio formation method, or customizing our ready conventional portfolios types.

Follow the market

Long term

Widespread

Passive

Market returns

Use ETFs & Index

Value investment

Fundamental investing

Themes of investments

Smart betta

Next mutual fund generation

Content packages

Tech’ investment

Technical analysis

Ongoing Market scanning

Short term

Algo, automation

Active, dynamic

Advanced advisory content from multiple channels

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Algorithm-based portfolio management & human advisors providing qualitative, quantitative & manual control over portfolio construction.

Hybrid
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Real-time dynamic system, constantly monitoring the market and modifying investment portfolios accordingly.

Dynamic
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Ability to support both passive and active trading to achieve an excess return.

Active

Forecast and backtesting

To provide the client with useful data to manage their investment, several  analysis tools are accessible as API or GUI.

Asset Allocation

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.

Forecast​

Calculated expected portfolio results.

Backtest​

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

Integration

Swift integration 

Experinced with over 100 integration into financial institutions. Connecting to a wide range of proprietary and FIX protocols.

Multi assets

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.

Project smaples

BNP Paribas

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.

PRIVACY POLICY © 2010 TO TRADENCY ALL RIGHTS RESERVED

 

Disclaimer : Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to trade foreign exchange you should carefully consider your monetary objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your deposited funds and therefore you should not speculate with capital that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent advisor if you have any doubts. Past returns are not indicative of future results.

HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS, SOME OF WHICH ARE DESCRIBED BELOW. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. IN FACT, THERE ARE FREQUENTLY SHARP DIFFERENCES BETWEEN HYPOTHETICAL PERFORMANCE RESULTS AND THE ACTUAL RESULTS SUBSEQUENTLY ACHIEVED BY ANY PARTICULAR TRADING PROGRAM. ONE OF THE LIMITATIONS OF HYPOTHETICAL PERFORMANCE RESULTS IS THAT THEY ARE GENERALLY PREPARED WITH THE BENEFIT OF HINDSIGHT. IN ADDITION, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK, AND NO HYPOTHETICAL TRADING RECORD CAN COMPLETELY ACCOUNT FOR THE IMPACT OF FINANCIAL RISK IN ACTUAL TRADING. FOR EXAMPLE, THE ABILITY TO WITHSTAND LOSSES OR TO ADHERE TO A PARTICULAR TRADING PROGRAM IN SPITE OF TRADING LOSSES ARE MATERIAL POINTS WHICH CAN ALSO ADVERSELY AFFECT ACTUAL TRADING RESULTS. THERE ARE NUMEROUS OTHER FACTORS RELATED TO THE MARKETS IN GENERAL OR TO THE IMPLEMENTATION OF ANY SPECIFIC TRADING PROGRAM WHICH CANNOT BE FULLY ACCOUNTED FOR IN THE PREPARATION OF HYPOTHETICAL PERFORMANCE RESULTS AND ALL OF WHICH CAN ADVERSELY AFFECT ACTUAL TRADING RESULTS. PERFORMANCE POSTED BY SYSTEM PROVIDERS MAY HAVE HAD LITTLE OR NO EXPERIENCE IN TRADING ACTUAL ACCOUNTS FOR ITSELF OR FOR CUSTOMERS. BECAUSE THERE ARE NO ACTUAL TRADING RESULTS TO COMPARE TO THE HYPOTHETICAL PERFORMANCE RESULTS CUSTOMERS SHOULD BE PARTICULARLY WARY OF PLACING UNDUE RELIANCE ON THESE HYPOTHETICAL PERFORMANCE RESULTS.

All strategies presented are for informational purposes only and should not be taken as solicitations or recommendations from Tradency or any broker listed on the Tradency Website.

Tradency Inc. is a BVI registered company