Robo advisory

Robo advisory is not just a recommendation engine: determining the client's risk profile, constructing a matching portfolio, tracking drift over time and explaining what happened are all parts of the same system. The boundaries of the service the institution offers are defined inside it as well.

Scope

• Risk profiling questionnaire and durable recording of its outcome
• Profile-to-portfolio mapping and model portfolio management
• Drift monitoring and generation of rebalancing proposals
• Client approval, order generation and result feedback
• Client reporting and an auditable record of every recommendation

How we work

Every step that produces a recommendation is stored with its rationale: which profile, which model portfolio, which rule, on which date. That record gives the client a history that can be explained, and gives the institution a direct answer to internal audit and regulatory questions.