Roboadvisory Software

Here is a list of roboadvisory software featured on our platform.

Roboadvisory is a form of automated financial advice, which uses algorithms and artificial intelligence to provide personalized investment advice based on investor preferences and financial goals.

Roboadvisory tools can be divided into direct advisory (B2C), aimed at the investor; and robo4advisory (B2B2C), i.e. roboadvisory software that supports the activity of a financial advisor, who keep the fundamental role of assisting the client in financial planning.

A roboadvisory software makes financial advice more convenient and, therefore, accessible, by lightening the work of the financial advisor in the B2B2C model.

Using algorithms, robo advisory software programs analyze customer data and provide investment recommendations in line with their preferences and objectives, age, income, ability to bear risk.

The software also keeps the investment portfolio under control, adjusting it in case of changes in the level of risk, for example, and according to market evolution.