Robo
Design a user experience that works for your customers
You create the models that meet your customers’ needs, and our portfolio management system will automatically rebalance them to your target weighting on the frequency you select. Whatever level of customization you want to offer, we can build it.
When you work with us, you can stay focused on your customers and their goals, because we handle:
- Brokerage operations
- Onboarding
- Trade execution
- Clearing & settlement
- Regulatory reporting
Enable instant investing
With digital onboarding and identity verification as well as a full suite of money movement options, you can onboard your customers in just a few clicks and allow them to begin investing within minutes.
Case Studies
How MoneyLion offers their customers an automated robo-investing experience
Want to empower your customers with modern, innovative products and solutions? Connect with us today.