A Robo Advisor is a digital platform that provides automated, algorithm-driven financial advice tailored to an individual's goals and risk tolerance. It provides automated investment advice based on an analysis of the user's personal financial data. Robo Advisors can help users make decisions about their investments, create financial plans, and manage their portfolios.

Software Company B2B Robo Advisor, API-Interfaces, AI-Development, Onboarding-App-Development

Magnus is an artificial intelligence-based intelligent Robo advisory platform that automatically manages the portfolio

Propmatch.ch provided services find your new home with their platform quickly and easily.The first Robo Advisor for the real estate industry. propmatch is the simple solution for analyzing, valuing and brokering locations, investment properties and real estate in Switzerland.

Invessence is a business-to-business provider of automated digital wealth management technology (including robo advisory services) that enables asset managers, broker-dealers, and advisors to deliver their investment solutions through a white labeled online platform.

Paperless Account Opening | Portfolio Selection | Automated Trading | Automated Rebalancing | Client Billing | Client Portal | Advisor Portal | Metrics and Analysis

Decision Technologies empowers investors to make better decisions using personalized scoring and ranking methodologies. The company provides a cloud comparison engine for professional advisors to create financial product awareness and accountability for families across the world. They also provide APIs for Robo advisors and communicate with an API that incorporates multiple performance factors based on the personalized preferences of clients.

The company is situated in Troy, Michigan, and was founded in 2004.

Online Sim has won the Quality Seal as "Best in Italy - Nr.1 Robo Advisor Service" the award was awarded by the German Institute of Quality and Finance. Online investors can access over 4,500 mutual funds and sicavs, at discounted commissions up to 100% .

Ursa is a curated, interactive investing experience focused on financial education, broad accessibility. Investors are directed to opaque, blackbox mutual funds managed in bulk as if you’re a statistic. We're 80% of the way there with a portfolio of ETFs, but no one tells you how to grow it .

Tradency is a pioneering financial technology provider, focusing on product development of Robo-Advisors and Auto-Trading platforms. TROBO, Tradency Robo for advisors, enables independent financial advisors to promote their offering. The TRobo enables to build portfolios, view and test them and once completed distribute digitally to existing and potential clients .

Gurumoorthi has over 10 years of experience in investing and managing funds by investing in the stock markets. He has a bachelor's in computer science from BITS Pilani and an executive MBA in strategy and leadership from Indian School of Business. Srikrishna has over five years experience in web application development, mobile application development and AWS .

Bento is a Singapore-based B2B2C SAAS digital wealth solutions provider. We have been recognized by CB Insights in their global 90 WealthTech companies and Top 6 B2B robo advisors that are making a difference. Bento has been live since October 2016.  

The platform is built for banks, asset managers, insurers and brokers to launch digital wealth solutions with low capex and quick time to market. Wealth and asset management contributes the largest P&L component for most banks and Bento provides SaaS in this existing and fast-growing segment with a profit pool of over US$300billion.

The white-labelled modular solution includes client onboarding, portfolio construction, risk management, portfolio review, and client reporting. The tools can be deployed as an enabler for financial advisors and as DIY options for direct client engagement. The reporting tool allows for systematic and regular portfolio reviews to create digital nudge to top-up assets.

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