B2B WHITE-LABEL ROBO ADVISOR

The B2B WHITE-LABEL ROBO ADVISOR, developed by WeAdvise, is a versatile solution designed to seamlessly integrate with digital and hybrid business models in the wealth management field. This platform caters to small to large companies in the financial services industry, including banks, insurances, wealth managers, financial advisory firms, broker pools, and non-banks.

Key Features

Highly Adaptive: According to the vendor, the B2B WHITE-LABEL ROBO ADVISOR can be customized to match your corporate identity, allowing you to promote your own wealth management strategies while maintaining a consistent interface with your customers.

Independent Investment Choices: This platform operates independently of banks or product manufacturers, providing you with the flexibility to select and offer the investment products that best suit your business. Additionally, it can integrate your preferred partner bank upon request.

Plug-and-Play Integration: The B2B WHITE-LABEL ROBO ADVISOR offers a scalable plug-and-play platform, allowing for immediate use and reducing time-to-market. By utilizing this solution, you can potentially lower development and operating costs compared to in-house development.

Regulatory Compliance and IT Security: The vendor claims that this solution ensures that all regulatory requirements are met and guarantees contractually compliant operations. Furthermore, the platform hosts all data in high-security data centers, meeting the highest IT security standards.

Digital Investment Assistant: According to the vendor, the B2B WHITE-LABEL ROBO ADVISOR provides an intuitive and seamless investment experience, suitable for both hybrid and digital advice models. It offers paperless account opening with options for video identification or electronic signature.

Client Portal: This platform offers a customizable and white-label-ready comprehensive portfolio view for clients. It includes a digital post box for direct communication and automates quarterly reports and regulatory loss reports. The client portal is also optimized for tablet and smartphone usage.

Advisor Portal: The B2B WHITE-LABEL ROBO ADVISOR includes an advisor portal that allows for efficient management of all customer accounts. It enables advisors to send messages to clients, manage the lead pipeline, and activate user accounts for existing clients.