Wealth & Private Banking › Financial Planning & Advice › robo-advisor

Aixigo Robo-Advisor

Modular robo-advisor solution offering efficient and regulation-compliant investment advice and financial planning.

Overview

Aixigo Robo-Advisor provides a modular wealth management platform with solution kits for advising, portfolio analysis, asset management, and financial planning.

The platform supports efficient and regulation-compliant creation of investment recommendations, professional portfolio performance analysis, scalable asset management, and comprehensive transparent financial planning.

Aixigo collaborates with clients in its Wealth Management Lab to co-create innovative wealth management services and solutions.

Key Features

+ Advising Kit for compliant investment recommendations
+ Analysing Kit for portfolio analysis and performance
+ Managing Kit for scalable asset management
+ Planning Kit for comprehensive financial planning
+ Modular solution architecture
+ Collaboration in Wealth Management Lab for innovation

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