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

Smart Investor

Full stack digital investment ecosystem 
 

Digitalize your advising service offering

Tradency’s new digital investment business unit established in 2015.

Partnering with prominent financial organizations, looking for bespoke bank grade digital investment services.

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

  • Provides effective, simplified, transparent advisory service

  • Addressing untapped market segment such as sub-million and millennials

  • Offering efficient approach via digital vehicles

  • Promoting innovative fintech organization culture and practices

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