Time is money!

Do you think your clients enjoy the complicated process of money investment?

Analyse available
istruments (stock,
ETF`s, etc.)
Put money into
brokerage account
Log in to
the brokerage
application
Find the chosen instruments
to invest
Place multiple orders
to buy instruments
Wait for
confirmation

Make the process easy!

Your clients will love the effects of RoboWealth.

Log in to
RoboWealth
Use the creator
to get a portfolio
proposition
Accept and wait
for confirmation

Virtual branch

Even faster customer service.

RoboWealth is a step
further in investing.

With standard brokerage applications, the client is usually left
alone with thousands of available instruments. It takes time
and some knowledge to make choices, and even more time to
execute orders. RoboWealth works differently – your client uses
the friendly investment creator to make a portfolio, and then
all execution take place automatically. You can assist him or
her at every stage of the process, making it smooth and simple.

Ask for a demo Download materials

Discover an extraordinary approach

Step 1

Get the necessary information

Collect all the necessary information
in an easy manner and use algorithms
to discover the client’s risk profile.

Collect
information

Gather information with the easy, pre-defined wizard

Determine the client’s
risk profile

Use our algorithm to discover the client’s risk aversion.

Manage
the algorithm

Adjust our algorithm to your needs with backoffice tools

Step 2

Choose and adjust the strategy

Clients are different – from self-directors
to delegators. With the ‘three pillars of
investment’ engine, you will satisfy them all.

Story
trading

Let your clients invest in stories which they understand and see as future winners.

Automatic
investment

Allow your customers to build automated portfolios with allocation guidelines.

Managed
investment

Allow your ”delegator” clients to rely on your portfolio managers and easily follow pre-defined strategies.

Step 3

Automate and integrate

Your client can control all investments
himself, but this is not necessary,
as RoboWealth takes care of portfolio
rebalancing.

Automated
rebalance

Let our app decide when to automatically rebalance the portfolio.

Multi-portfolio
approach

Let your client divide money into different portfolios, each with a unique strategy and risk profile.

Assets
integration

Integrate all the client’s assets with one user-friendly dashboard.

We invite you to contact us

Piotr Skrabski

Maciej WitkowskiGeneral Manager