- Whitepaper -
Hybrid Robo Advisor
Excite your clients & increase your AuM
With our hybrid Robo Advisor, we support financial institutions to overcome the challenge of combining digital and personal advice. Easy to adapt to your current IT infrastructure and of course compliant.
Our hybrid onboarding process includes profiling, goal setting, and portfolio option determination.
Advise your clients in an automated and individualized way and strengthen your advisors!
Download now our Hybrid Robo Advice presentation [free] and learn more about:
Profiling (MiFID II)
Objectives & Restrictions
- Portfolio construction
Customer testimonial about our Robo Advisor solution:
Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state- of-the-art asset management to a great customer experience.