Best Robo-Advisory Software

Robo-advisory software automates the management of client portfolios for registered investment advisors (RIAs), financial brokers, and banks. These applications are designed to lower client acquisition and management costs for brokers, as well as increase the ease with which finance professionals can manage their client accounts, particularly ones with less investable assets.

Robo-advisory platforms automate portfolio creation based on an input of acceptable risk parameters, income, and other aspects of a client’s investment mandate. These applications can also automate the reinvestment of dividends and tax optimization activities.

Robo-advisory software often integrates with CRM software and other financial services software such as banking software and financial research software.

To qualify for inclusion in the Robo-Advisory category, a product must:

  • Automate investment portfolio creation
  • Issue investment advice based on market data
  • Be designed for B2B use
Compare Robo-Advisory Software
Results: 8
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    Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.

    Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.

    Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.

    Oranj is a wealth management application for financial advisors, wealth managers, and money managers.

    RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.

    VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.

    Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free.

    B2B white-label robo advisory is an integrate solution for digital and hybrid business models.