Smart Investor
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