Digital Advice Platform Configurator
We offer incomparable depth of configuration that enables you to Configure Your Robo Advisor Implementation to be an exact match for your business case, investor preferences, brand, and compliance requirements.
Configure your Brand
Customize the color palette
Customize
the font
Customize
the links
Customize your contact data
Customize risk disclosures
Dark or
light theme
Configure your Brand
- Customize the color palette
- Customize the font
- Customize the links
- Dark or light theme
- Customize your contact data
- Customize risk disclosures
- Your Logo & Name
Configure your Investments
You can choose what investments to use or exclude and create your own themes and select which themes you want to provide
Configure your Rules Engine
Configure your Investment Policy Statement
Great custom portfolios begin with an Investment Policy Statement. What do you want in yours? See ours in action at https://www.portfoliothinktank.com
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, end with a side by side comparison? Start with a blank slate, get the lead, 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 process. You gotta 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 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 & Custodians. We make sure it fits. Seamless workflows. Built to Scale.
Features
Whether you want to implement your own digital advisors platform, provide
recommendations, get compliant on diversification and process documentation,
or just create better portfolios; we got you covered:
Request a Price Quote / Meeting
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