For several years, the so-called robo advice or digital wealth management. Has caught the eye consistently of the financial industry. Engaging new clients, offering them at a lower fee, allowing them to self serve. And considering the great impact on the costs of doing business. This is an area of big change and with the potential for far more improvement. The digital Robo investing business requires to support wealth managers. To know and understand the array of solutions.
Bambu Go is a ready-to-go white label solution. That needs zero development or integration.
Some of the features include:
- Transactions Automated
Bambu Go comes with immediate verification, order management, ACH payments. And rebalancing through Apex Clearing and Plaid.
- Fast Deliver Robo
Adapt your robocalls with your branding set up risk questions. Portfolios and products using their financial dashboard. Deployment takes just 2 months.
- Hosted and Supported on AWS
Bambu Go is provided with 24/7 support on Amazon Web Services. Under your domain name, with industry-leading security, and data anonymization.
- Zero Coding Needed
Run a digital wealth platform, including custody and brokerage with Apex Clearing
Expand your business and launch with a limited budget.
Suitable for these industries:
Banks, Asset Managers, Digital disruptors, Insurance Companies, Digital Banking
Intelligent Advisor assists you make investing decisions better by providing actionable insights. From automated scoring algorithm presented in everyday clear visualizations and conversational text. It improves your banker’s delivery with a one-stop dashboard. That follows the latest and most relevant investment ideas. Deliver actionable and rational information quickly. With Intelligent Advisor’s talking points producing algorithm. Lessen the spent time on research. And focus on establishing better relationships with customers.
A smart financial dashboard filled with intuitive features, such as:
- Automated Security Scoring
- Blends factors covering momentum, value, quality, and technical indicators. To score and rank stocks.
- Scores are changed daily basis to reflect market developments
- Process latest market sentiment extracted from the news
- Get social media commentary analysis to know and understand the impact on the stock
- Personalize the Platform
- Attach favorite stocks to check for close monitoring
- Customize your dashboard to see the vital economic indicators. And set the correct indicators for technical analysis
- Automated Talking Points
- Data points are interpreted into simple and actionable talking points. That can transport to clients
- Instantly respond to clients with clear long and short auto-generated stock insights
This is suitable for Banks and Asset Managers.
Permits your financial advisors with a dashboard trusted globally
Spend less time crunching numbers. And more time considering the bigger picture. Intelligent Advisor precisely gathers displays, and analyses data. In a unified financial dashboard that makes it simple and easy for your advisors. To do what they do best. The platform benefits also the clients. Allowing for easy communication of high-quality stock insights. Portfolio summaries, investment opportunities, and more. With minimal manual input from advisors.
You only need to tell them what you need, and when you need it. And their skilled and experienced team will come to you. With a fully customizable Intelligent Advisor financial dashboard. Effortlessly built complement your service offering and boost the satisfaction of every client.