Wealth Robo allows you to offer the same superior quality service as traditional advice with the efficiency of an automated approach offering self-service, remote chat with an advisor or via call-center, screen sharing and phone-in from anywhere, at anytime (24/7). This allows more clients to be reached for less without compromising relationships.
Now wealth management clients can easily invest lower value funds or decumulate their investible assets to support their instant or longer term financial plans.