Invest Advisory revolutionises engagement with the use of flexible business logic to improve user experience. The robo-advisor is poised to change the way Wealth Managers deliver their services in some significant ways.
The Digital Advisory Solution for the Wealth Manager of Tomorrow
An intuitive, user-friendly robo-advisory tool; complete with an elegant user interface and actionable advice and insights available to the customer.
Simple and user-friendly onboarding for every customer
Modular dashboard provides an elegant user interface for end users to have a complete overview of their portfolio
Regular and scheduled trading
Regular and scheduled payments
CREALOGIX Invest Advisory interfaces are fully customisable to your branding and all interface content can be updated easily. This puts you in control of the presentation and messaging, providing a seamless customer experience across mobile and web apps.
CREALOGIX Invest Advisory features include:
- Full client profiling
- Investment strategy
- Model portfolio
- White label facility
- KYC / AML
- Modular dashboard
- Virtual portfolio
- Instant / recurrent payments