Audience

For financial institutions that use digital technology in need of a program to allow them to handle investment management and brokerage solutions to customers

About Tradesocio

Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Tradesocio
Singapore
www.tradesocio.com

Videos and Screen Captures

Tradesocio Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Tradesocio Frequently Asked Questions

Q: What kinds of users and organization types does Tradesocio work with?
Q: What languages does Tradesocio support in their product?
Q: What kind of support options does Tradesocio offer?
Q: What type of training does Tradesocio provide?

Tradesocio Product Features

Algorithmic Trading

Auto Fibs Not Supported
Auto Trend Lines Not Supported
Trading From Charts Not Supported
Pattern Tools Not Supported
Basket Trading Not Supported
2-Click Trading Not Supported
Backtesting Not Supported
Analyst on Demand Not Supported
Stock Screener Not Supported
Drawing Tools Not Supported

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported