Best Robo-Advisory Software

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

Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It e

Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for a

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 los

Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.

T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.

VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sl

An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence

InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships, tailored for specific client bases. Blue digitizes client engagement, onboarding, advice,

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

A trading platform that works as hard as you do

OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.

Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored inv

Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts.

PINTEC , is an intelligent financial services technology platform. PINTEC drives new financial product opportunities by expanding access to financial services for consumers, mitigating risk by decreas