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Retaining long term, solid customer base via a CFD robo-advisory tool
The emergence of the robo-advisory trend had brought Tradency, in 2015, to initiate the development of infrastructures and designing of products that meet market demands.

Automated
portfolio planning,

Automatic asset allocation,

Online risk assessments,

Account
re balancing
The SI CFD opens a new market niche which can be used primarily as a retention tool and a vehicle to attract substantial AUM. The service uses existing broker infrastructures, thus incurring zero additional costs for the broker.
Smart Investor CFD value proposition:
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Prolong client lifespan - preventing clients churn by offering long term solid investment channel
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Creating a new source for AUM
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Resale and upsale for "in-the-system" live clients
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Promoting innovative reputable organization culture and practices

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