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

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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