5+ Best Robo-Advisory Software for Windows, Mac, Android 2022

Over the years, the finance industry has evolved and welcomed artificial intelligence on its turf. Different financial services, products, and systems are digitized. Even financial professionals like financial advisors have touched digitalization, this is where Robo-advisory comes in. According to Investopedia.com, Robo-advisory is an automated digital platform that provides algorithm-driven or AI-based financial planning services.

Read the full article to know of a software that can be used for Robo-advising and its other uses, know the software’s benefits, and use its features. This article also contains the top 10 software products available in the market and the answers to the frequently asked questions by their users.

5+ Robo-Advisory Software

1. AdvisorEngine

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Rating: 5/5

Price: Custom

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2. Bambu

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Rating: 5/5

Price: Custom

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3. RobotFX Fluid

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Rating: 5/5

Price: Custom

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4. Scalable

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Rating: 4.3/5

Price: Custom

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5. T-Advisor

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Rating: 5/5

Price: Custom

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6. VestmarkONE

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Rating: 4.1/5

Price: Custom

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What is Robo-Advisory Software?

Robo-Advisory Software manages data and information extracted from clients to generate useful advice and invest assets. This software is used to lower client acquisition and management costs for other financial professionals. Robo-Advisory Software performs Robo-advising, asset management with asset allocation, and other financial needs, specifically on investing.

Benefits

Using a Robo-Advisory Software limits human contact that might be a risk to your assets. This software also provides security and safety to your financial assets. Robo-Advisory Software helps clients make informed decisions and manage their assets effectively.

Features

There is a range of features present in this software to maximize its performance. Among the common ones are customer relation functionality, banking functionality, data management tools, and other features of financial services.

More benefits and features are present in the list of software products below. Be sure to check on each of them to find out the best one for you.

Top 10 Software

1. AdvisorEngine

Your complete wealth management software— AdvisorEngine. This software is equipped with CRM, client portal, portfolio management, digital onboarding, and business intelligence. AdvisorEngine is a perfectly rated platform that runs your firm in a modern and open-technology way.

2. Bambu

Bambu is the next-gen business-to-business Robo-Advisory platform for every financial and technological institution. Bambu is trusted by over 300,000 end users and counting. This software offers Bambu a.p.i, Bambu Build, and Bambu Go. With Bambu, you can expect upgraded financial advice that is simple, hassle-free, and smooth. This software is perfectly rated and offers customization of price points to only pay for the services you enjoy.

3. RobotFX Fluid

Robot FX Fluid is a fluid expert advisor that easily determines the straights and curves of trading. This software is a MetaTrader expert advisors and indicator. RobotFX Fluid detects the trend, enters and exits trades, hedge, or basket, or take profit to trail the price, manage lot size, break-even, and other trade solutions.

4. Scalable

Measure, optimize and transform end-user experience, productivity, and cost with Scalable. This software offers workforce and system analytics solutions. Their platform is equipped with digital experience and adoption, an advanced workforce, and system analytics. Scalable is trusted by some of the world’s leading names like SunTrust, Sysco, Kodak, Signet Jewellers, and more.

5. T-Advisor

T-Advisor provides a set of professional tools for smart, independent, and self-directed investors. This perfectly rated platform offers tools that build, monitor, find, and share. T-Advisor has the best professional tools for your investment. They offer solutions for both individuals and professionals. Enjoy T-Advisor’s features— My Portfolio, T-Report, Watchlist, Alerts, Optimiser, Investment Opportunities, Model Portfolios, and Investment Planner.

6. VestmarkONE

VestamarkONE gives a platform for broker-dealer, TAMP, bank wealth, RIA or registered investment advisor, and asset managers. This software is equipped with scale, flexibility, control and innovation.

FAQs

Wealth and asset management made simple with the use of Robo-Advisory Software. Be sure to check on the full list above and find out the best one for you now!