Management
System
Offering complete control over operations and configuration:
Packages
constructing new packages and managing existing
Layout settings
GUI definitions
Robo advisor rules
Defining rules for Robo advisor mechanism and wizard
Analytics
Statistics of system users
Assets List
Selecting specific assets market for the service
Platform definitions
General setting for the entire service
Smart investor Managment System
Content Managment Tool
Complete control over the Smart Investor content
The Smart Investor's Content Managment Toool, Enables the content owner to manage and control its Smart Investor package. by using this tool the content owners may create new content, rebalance and update content, view followers trends and receive billing reports
Smart Investor infrastructure provides verity of content delivery methods:
Tradency's own content providers
Broker's internal content providers
3rd party content providers
Smart Investor Content Managment Tool:
System Integration
Swift and easy integration
The service includes integration with broker systems and various exchanges according to the requirements derived from the broker’s marketing strategy
1
2
Creating a Unique Robo Advisor Service
The Smart Investor is a flexible and customizable solution that suites perfectly to the broker’s bespoke marketing strategy