Smart Investor
Full stack digital investment ecosystem
Full stack digital investment ecosystem
Advisors
Content
Hybrid
Dynamic
Banks / Brokers
Data & execution
Multi assets
Active
Partnering with prominent financial organizations
Retail GUI
Advanced business intelligence
Automated
bidding
Self
conversion
Retention
methodology
Digital meets advice
Over the past few years, a new form of online digital investment advice has emerged. Initially introduced by a new breed of wealth management firms, with the aim of drawing retail assets away from incumbent players. The new market trend of robo advisory services leverages client information and algorithms to develop automated portfolio allocation and investment recommendations tailored to the individual clients.
The personal investment and wealth management industry is in the midst of a significant financial technology disruption
era, with robo-advice at the heart of it. Understanding the shift in customer’s flavor, incumbent market players such as retail banks, online banks, brokers and wealth managers are reacting, as this hybrid service model gradually becomes the new norm.
New entrants and incumbent market players are realizing the need to target the new market sectors by
offering a channel for digital, automated advice. Robo advice is here to stay and we have seen only the beginning of what automated advice can become. Most incumbent financial institutions will have to adapt accordingly in order to stay on top of the game.
Smart Investor's unique offering
Stability
Robust, bank grade
service level standards
Scalability
Supporting hundreds of
thousands of end users
in real time
Customized
Accommodating customer’s
methodologies and marketing
practices
Experience
Extensive global experience
with complex integrations
and connectivity
Regulation
Meeting industry
regulatory compliance
requirements
Partnership
Competitive edge through
a long term cooperation
with a technological leader
3 service elements
The Smart Investor is compiled of the following 3 main elements:
Presentation & assessment
Interaction with the end-user (the graphic interface, the personal questionnaire to determine the users risk appetite and investment flavors, push notification etc.)
Advisory logic
Core logic behind the customer profiling, creation of on-line automated investment advisory portfolios and the synthesis to customer portfolios
Execution & feeds Infrastructure that is able to connect to any venues of transactions, orders, account and feed information and provide advisory execution for the user
Smart Investor value proposition
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Provides effective, simplified, transparent advisory service
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Addressing untapped market segment such as sub-million and millennials
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Offering efficient approach via digital vehicles
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Promoting innovative fintech organization culture and practices
