Robo Advisors use model portfolios with specified asset weightings and specific rules. They are easy to build using WealthKernel’s model portfolio management infrastructure.
Access to comprehensive services
Robo-Advisors can also offer retirement planning, tax-strategy schemes, and portfolio rebalancing. They simultaneously manage portfolios across all of your customers while ensuring your customers reach their investment goals and minimise liabilities.
Low-cost alternative
Robo Advisors are low-cost alternatives to traditional Financial Advisers. They offer similar investing services to financial advisers but with reduced operational costs.
Accessible and straightforward
Robo Advisors offer automated and algorithm-driven services and lower advisory and labour costs than traditional financial advisors, making them more accessible and straightforward.
Why choose us?
Trustworthy - WealthKernel’s investment infrastructure can help you build an end-to-end user Robo-Advised journey that supports Advised, Discretionary, and Execution-Only propositions. We offer all the required building blocks needed to get your Robo Advisor up and running - from user onboarding, account management, portfolio management, custody, and more.
Cost and time-effective - Our APIs help you shorten the route to market, and you won't have to start from scratch! Your business can avoid the cost of launching a brand-new service and focus on increasing efficiency and building a more scalable and profitable business. Our APIs also help automate trade submissions, reporting and allocations and simplify tracking order status, positions and account balances.
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