The future of investing is personal, digital, and on-demand, and today’s clients expect nothing less. Prometeia’s Robo Advisory solution delivers a powerful way to meet those expectations with speed, precision, and control.
Built on the same institutional-grade engines that power the Prometeia Digital Wealth Management Platform, our Robo Advisory module lets you launch a branded, self-service investment experience that feels fully yours and works like it was built for the future.
Clients can independently open portfolios, complete profiling, invest, rebalance, and monitor their goals through intuitive digital interfaces. Behind the scenes, the platform handles it all- risk checks, optimisation, compliance (MiFID, FinSA), and reporting- without ever compromising your standards or theirs.
The beauty of this solution lies in its flexibility. Deploy it as a fully customised, standalone service, or plug the same powerful advisory workflows and algorithms directly into your existing apps via API. You own the experience, while Prometeia provides the intelligence.
From web to mobile, every step can be tailored to reflect your brand, voice, and client journey. Whether you’re serving a new generation of investors or expanding your service to tech-savvy clients looking for autonomy, this is your chance to scale advisory without adding complexity.
With straightforward IT integration, fast deployment, and complete compliance support, Prometeia’s Robo Advisory is everything you need to enter the digital advisory space on your terms.
Simple. Scalable. Sophisticated.