- Whitepaper -

Hybrid Robo Advisor

Fincite-Solutions_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

Kundenstimme zu unserer Robo Advisor Lösung:

Evergreen hat sich zum Ziel gesetzt, die technologische Marktführerschaft in der digitalen Finanzplanung und -anlage zu übernehmen. Fincite CIOS bildet dabei die Grundlage für unsere digitale Vermögensverwaltung und schafft ein hervorragendes Kundenerlebnis.
Testimonial, Iven Kurz, CEO Evergreen
Iven Kurz
CEO Evergreen