Providing goal-based, focused delivery of financial services with AI
In a fast-paced, ever-changing world, wealth and fund management advisors are under pressure to deliver meaningful and insightful recommendations that engender growth. Manual, repetitive tasks and on-boarding, profiling and even arriving at a plan based on risk-profiles can be time-consuming, and given that clients today are pressed for time, it could mean opportunities lost.
MoneyWare’s Robo Advisory platform is designed to deliver customized, automated investment advice based on intuitive algorithms. It’s an easy to deploy, easy to use and affordable platform, ideal for existing or new clients.
Intelligent, integrated platform delivering custom solutions across demographics
Using Artificial Intelligence and Machine Learning, MoneyWare’s Robo Advisory is designed for portfolio construction and optimization for any demographic, ranging from conservative investors to the millennials after detailed analysis of client data.
Robo Advisory Approach
ENHANCE CUSTOMER EXPERIENCE WITH MONEYWARE’S REPORTING SERVICES.
Features that add great value to your business
Wealth transfer and estate planning
Budgeting and tax planning
Capital growth and tax advisory
Asset allocation and diversification
Easy tagging of investments to goals for better tracking
Systematic and regular investment recommendations for each goal
Human life value (HLV) calculation based on income replacement and need analysis
Robo Advisory is a winning proposition
Goal-based financial planning made easy
Sophisticated automation from on-boarding, profiling, investment planning and goal planning
Efficient advisory experience
Easy and anytime access by clients via digital devices
Affordable solution which also reduces opex
Miles Software Leader in IBS Intelligence Sales League Table 2018
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