Name: B2B WHITE-LABEL ROBO ADVISOR
Author: WeAdvise

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Development

Business Intelligence (BI)

Collaboration

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Financial Close

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Change and Configuration Management

Cloud Storage

Dynamic Application Security Testing (DAST)

Enterprise Backup

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Remote Support

Security Validation

Software Defined Storage (SDS)

Solid State Drives

Storage Area Network

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Consumer Ratings & Reviews

Content Management

Data Management

Digital Signage

Email Management

Email Marketing

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Retail Media Advertising

SMS Marketing

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Security Information and Event Management (SIEM)

Security

Equation Editors

Forestry

Insurance Agency Management

Intelligent Document Processing

Law Practice Management

Online Voting

Real Estate Property Management

Vertical-Specific

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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.

ECOS

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

B2B WHITE-LABEL ROBO ADVISOR

Investment Portfolio Management

WeAdvise

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Investment Portfolio Management Software

B2B WHITE-LABEL ROBO ADVISOR

Overview

What is B2B WHITE-LABEL ROBO ADVISOR?