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B2B white-label robo advisory

B2B white-label robo advisory

Sold by : WeAdvise

What is B2B white-label robo advisory?

A B2B white-label robo advisory software, a versatile solution created for prompt implementation, adherence to regulatory standards, and robust IT protection. Designed to cater to the needs of banks, insurers, and financial advisors, A software offers a modular and easily adaptable platform, promoting cost-efficiency and a smooth market entry process. Explore the benefits of A solution today.

B2B white-label robo advisory Pricing

To receive a personalized quote

Key Features of B2B white-label robo advisory

  • Customizable User Interface
  • Automated Portfolio Management
  • Risk Assessment Tools
  • Client Onboarding
  • Goal Based Planning
  • Tax Optimization
  • Compliance Management
  • Performance Reporting
  • Fee Management
  • Integration With CRM
  • Multi Currency Support
  • Rebalancing Algorithms
  • Client Communication Tools
  • Data Security
  • Api Integration
  • Mobile Access
  • White Label Branding
  • Behavioral Analytics
  • Document Management
  • Customer Support

Specifications

Company Name icon
Company Name
WeAdvise
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

B2B white-label robo advisory FAQ's

The top 5 features of B2B white-label robo advisory include:

  • Customizable User Interface
  • Automated Portfolio Management
  • Risk Assessment Tools
  • Client Onboarding
  • Goal Based Planning

B2B white-label robo advisory supports a variety of platforms including: Email.

B2B white-label robo advisory serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of B2B white-label robo advisory are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

B2B white-label robo advisory is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of B2B white-label robo advisory

Macroaxis
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TeamWox
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MProfit for Accounting
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Prospero 365
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XStocks
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Origin
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Buxfer
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Bullfinch Wealth Management
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