Hybrid Robo Advisor

Fincite Hybrid Robo Advice - automated portfolio management with human interaction

“Human-only” offline advice is not scalable and requires considerable manual effort. On top of that, increasing regulatory requirements lead to liability and reputational risks. Fincite Hybrid Robo Advisor enables our clients to overcome these challenges. Advise your clients automated & individually and empower your advisor!

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Benefits of our Hybrid Robo Advisor:

Fincite Digital Wealth Mangement Software

Easily integrated into your IT landscape

Fast to market as stand-alone or fully integrated within
< 3 months

Customer oriented, beats portfolio orientation​

Creating a Superior Investment Experience

MiFID II compliant risk profiling and customer onboarding
Implementation of savings plans and dynamic saving strategies
Many overviews in a dashboard explaining risk, performance, and investment strategy
Automated portfolio rebalancing according to the bank’s internal investment guidelines
Seamlessly allow your customer to switch between the Robo and human advisor

Download our Hybrid Robo Advisor presentation and discover how we can support your digital investment service!

Download Hybrid Robo Presentation

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Our Holistic Approach

Building a (Hybrid) Robo Advisor is an ambitious challenge for all financial institutions. In order to adapt the new service to your IT landscape, product universe, and client structure we guide you step by step through the whole process.

On-Boarding

MiFID II compliant onboarding & KYC process, customer profiling and selection of suitable investments

Analytics & Reporting

Insights to the allocation, extended analyses, attributions, and numerous evaluations from risk to sustainability (ESG)

Portfolio Management

Portfolio rebalancing and –optimization as well as order execution

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Case Study: EVERGREEN

B2C Robo Advisory

The EVERGREEN discretionary portfolio management (“robo advisor”) is a complete B2C solution. The software is based on Fincite.CIOS and has two main goals: Deliver results for asset and risk management and calculate the client‘s risk profile

Risk Profiling Evergreen
What our customers say about our digital investment platform: