Partnering with Optofolio directly brings a variety of business benefits and rich capabilities
Leverage the power of AI and optimization to construct multiple optimal portfolios matching the business constraints (e.g. available assets, regulations) based on historical data as well as expectations for the future.
Scale the business by providing end users with an automated friendly user experience simulating a Financial Advisor sitting in person with them and walking them through the KYC application.
Fast ways to customize the Robo Advisor experience including custom branding and KYC questions.
Integrate with internal systems to provide end users with a seamless end-to-end experience.
High quality personalized wealth management services that otherwise only available to high-net worth individuals.
Personalized automated investing and professional guidance to achieve your personal financial goals.
Engaging Conversational Experience for Consumers who cannot afford personalized access to professional wealth managers.
We support all assets as long as their historical prices are available.
We understand that different financial institutions have different needs. We offer a wealth management platform built for maximum flexibility to accelerate the deployment of end-to-end Robotic Financial Advisors.
Yes, we provide end-to-end wealth management solutions.
Delivery time mostly depends on the required integrations and customizations. We offer a free scoping phase where you can discover if Optofolio is a good fit for your needs.
Schedule a demo session with optofolio team now or learn more about partnering benefits. Send us on [email protected] or leave a message in the contact page and we will contact you as soon as possible.
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