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Smart Investor

Full stack digital investment ecosystem

Creating dynamic investment portfolios by integrating information from both human resources and automated, algorithm-based portfolio management advice.

 

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Solutions for online brokers, banks, wealth management companies & independent advisors
 

Tradency's expertise as a comprehensive technology service provider established a significant base for content & management tools. Tradency innovatively applied these tools to uniquely provide hybrid robo advisory service to a broad variety of assets supporting both passive and active investment strategies. Owing to its decade of designing, building and marketing on-line, active trading solutions, Tradency is able to support diversified investment portfolios. With these exceptional capabilities, Tradency’s Smart Investor provides the ability to monitor the market, update portfolios dynamically and merge them into customer saving accounts.

 

Digitalize your advising service offering

Integrated with your existing financial systems, the Smart Investor enables you to provide your customers with a white labeled hybrid solution.

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.)

Digitalize your advising service offering

Integrated with your existing financial systems, the Smart Investor enables you to provide your customers with a white labeled hybrid solution.

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.)

Digitalize your advising service offering

Integrated with your existing financial systems, the Smart Investor enables you to provide your customers with a white labeled hybrid solution.

Digitalize your advising service offering

Integrated with your existing financial systems, the Smart Investor enables you to provide your customers with a white labeled hybrid solution.

Client onboarding

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.)

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.)

Client onboarding

Digitalize your advising service offering

Integrated with your existing financial systems, the Smart Investor enables you to provide your customers with a white labeled hybrid solution.

Client onboarding

Client onboarding

Hybrid advisory

Portfolio trading

Smart Investor unique values

Hybrid

Qualitative, quantitative & manual control over the portfolio construction, to allow institutions to distribute their expertise and knowledge.

Trading frequency

The system applies multiple trades on various frequencies to implement trading strategies and constant adaptation to variable market conditions.

Dynamic

Portfolio construction is made at all times, dynamically, since new content feeds are entering the system in real time.

Smart Investor unique values

Hybrid

Qualitative, quantitative & manual control over the portfolio construction, to allow institutions to distribute their expertise and knowledge.

Trading frequency

The system applies multiple trades on various frequencies to implement trading strategies and constant adaptation to variable market conditions.

Dynamic

Portfolio construction is made at all times, dynamically, since new content feeds are entering the system in real time.

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

The Tradency edge

World leader

 

Tradency is the world leader of

online automatic trading system

Quick

 

Quick time - to - market

Multi assets

 

The only out - of - the - box soloution

providing a broad product to suit

multi - assets trading 

Solution

 

Stable, prove, working solution

Cost effective

 

Cost effetive solution, minimizing 

R&D expenses

Brand

 

Flexible and customizable

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