Hybrid robo-advisory solutions

Awaiting Robo-for-advisorsto Debut in 2Q 2021


  • Hybrid robo-advisory which involves both humanand robo-advisor is now the new normal.
  • Investment advisor or planner can utilize iPad or Android tablets to serve clients more efficiently.
  • Paperless account opening with digital KYC on the cloud canspeed-up the onboarding process.
  • Human advisor initiates buy/sell transactions via tablet then client can confirm them from mobile app or OTP.
  • Robo-advisor can help manage and rebalance portfolio automatically. Manual option is still available.

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