What is a RoboAdvisor Configurator?

A RoboAdvisor Configurator is a digital tool that allows users to customize their investment strategies based on their financial goals, risk tolerance, and personal preferences. It automates the investment management process, making it accessible and user-friendly.

How does the customization process work?

Users begin by answering a series of questions regarding their investment goals, risk appetite, and time horizon. Based on their responses, the configurator suggests tailored investment strategies and portfolio allocations.

Do I need prior investment knowledge to use the RoboAdvisor Configurator?

No, the configurator is designed to be user-friendly and accessible for individuals with varying levels of investment knowledge. It guides users through the customization process without requiring extensive financial expertise.

What are the benefits of using a RoboAdvisor Configurator?

Benefits include personalized investment strategies, automated management of portfolios, lower fees compared to traditional advisors, and data-driven insights to help users make informed decisions.

How are the investment strategies created?

The configurator uses algorithms and historical market data to generate investment strategies tailored to the user's inputs, balancing risk and potential returns based on the selected preferences.

Can I adjust my investment strategy after initial setup?

Yes, users can modify their investment strategies at any time through the configurator, allowing for adjustments based on changes in financial goals or market conditions.

Is my investment information secure with the RoboAdvisor Configurator?

Yes, reputable RoboAdvisor platforms implement strict security measures to protect user data, including encryption and secure access protocols to ensure the confidentiality of personal and financial information.

Digital Advice Platform Configurator

We offer an incomparable depth of configuration that enables you to configure your RoboAdvisor Configurator implementation to be an exact match for your business case, investor preferences, brand, and compliance requirements.

Configure your Brand

Configure your Investments

You can choose what investments to use or exclude, create your own themes, and select which themes you want to provide.

Configure your Rules Engine

Our policy tree is the DNA that gives life to any portfolio.
The rules engine in the policy tree is no-code programming for optimization, automation, and backtesting. This rule engine covers nearly 60 rules and can bring nearly any strategy to life.

Configurator your Investment Policy Statement

Great custom portfolios begin with an investment policy statement. What do you want in yours? See ours in action at Portfolio Thinktank.

Configure your Asset Allocation

What are your asset classes? How many are there? What goes in them? Use our recommendations, or choose for yourself. How are they constrained? You have full control.

Configure your Workflow

Start with an account review and end with a side-by-side comparison. Start with a blank slate, get the lead, and send a recommendation. Provide a portfolio diagnostic, optimize an overlay, and layout the performance variations. We have dozens of workflows to support your unique business processes. You have to see this.

Configure your Investor Objectives

Investors are unique and have objectives beyond just risk and return. Offer customized objectives to help investors optimize the right target.

Configure your Integrations

The ultimate digital advice platform must fit your business and tech stack. Whether it’s marketing automation, CRM, PMS, OMS, aggregators, or custodians, We make sure it fits. Seamless workflows. Built to Scale.

Features

Whether you want to implement your digital advisor platform, provide
recommendations, get compliant on diversification, process documentation,
or just create better portfolios; we got you covered: