Wealth managers
Scale advice across many clients.
Robo-Advisory Platform
Robo-Advisory Platform for Automated Wealth
Scale advice with automation — AI-powered investment recommendations, automated portfolio management and rebalancing, goal-based planning, risk profiling, and KYC onboarding, integrated with banking, brokerage, and market data.
Automated PortfoliosGoal-Based InvestingRisk ProfilingKYC Onboarding
Trusted by global innovators
What a robo-advisory platform does
Quality advice used to require an advisor per client, which priced out most investors. A robo-advisory platform automates it: it profiles each investor's risk and goals, builds and manages a portfolio, and rebalances automatically — delivering goal-based, personalized investing at a fraction of the cost to serve.
With digital onboarding and KYC, performance dashboards, tax optimization, and AI-driven market insights, it lets wealth managers and fintechs scale advice across many clients — connected to banking, brokerage, CRM, and market-data systems, with compliance and audit trails.
What it is
Advice, automated and personalized
A robo-advisory platform profiles investors, allocates and manages portfolios, rebalances automatically, and onboards clients with KYC — with investment analytics and financial planning built in.
Connected to banking, brokerage, CRM, and market data, it gives wealth firms a scalable digital advice engine with compliance and audit trails.
What we build into your robo-advisory platform
Each capability turns advice into a scalable, automated, compliant digital service.
AI Investment Recommendations
AI-powered recommendations tailored to each investor.
Automated Portfolio Management
Build and manage portfolios automatically at scale.
Goal-Based Planning
Goal-based investment and retirement planning.
Risk Profiling & Assessment
Profile investor risk to match suitable portfolios.
Portfolio Rebalancing
Automated rebalancing to keep allocations on target.
Asset Allocation Strategies
Multi-asset allocation strategies and models.
Onboarding & KYC Integration
Digital client onboarding with KYC integration.
Performance Dashboards
Investment performance dashboards and analytics.
Banking & Market-Data Integration
Integrate banking, brokerage, CRM, and market data with compliance.
Where it runs
Who uses a robo-advisory platform
Wealth managers, banks, and fintechs scaling digital investment advice.
Banks & credit unions
Add digital investing to the offering.
Fintech & neobanks
Automated investing as a product.
Advisors
Hybrid advice with automation underneath.
Compliance
Suitability, KYC, and audit trails.
Investors
Personalized, low-cost, goal-based investing.
Why it matters
Scale advice, lower cost to serve
- Serve many more clients per advisor
- Personalize portfolios to risk and goals
- Rebalance automatically to stay on target
- Onboard digitally with KYC built in
- Show performance on clear dashboards
- Stay compliant with suitability and audit trails
Advice doesn't scale by hand
Human-only advice caps how many clients you can serve. Automation extends quality advice to many more at a lower cost to serve.
Automated
Portfolios and rebalancing
Personalized
Goal and risk-based advice
Compliant
KYC and audit trails
Compliance & connectivity
Built for digital wealth
KYC / AMLSuitabilityRebalancingMarket DataBrokerageAudit Trails
Frequently Asked Questions
Yes. Many firms run hybrid — automation handles portfolios and rebalancing while advisors focus on relationships and complex planning. We build the split that fits your model during discovery.
Ready to scale digital advice?
Tell us about your advice model, products, and systems. We'll return a plan for a robo-advisory platform with automated portfolios, KYC, and compliance.
contact@agnotic.com
Partnerships
contact@agnotic.com