Platform
Keep an eye on your portfolio, no matter the time or place.
Intuitive and easy to use, Robo-Advisory allows you to access your account any time, track changes in your securities portfolio, or modify or compare your strategies.
How to use the Robo-Advisor?
1. Open your online account in just a few clicks
2. Define your risk tolerance on a scale of 1 to 10
3. Personalise your investment strategy by choosing your investment universe (regions, currencies, asset classes)
OR
Opt for the strategy determined by the Robo-Advisor
4. Now sit back and let the Robo-Advisor do its job.
It creates your ideal portfolio, – taking into account historical data, trends, changing prices and market analyses – continuously optimises it and tracks it 24 hours a day, seven days a week.
Robo-Advisor Mobile App
Access your Robo-Advisor on the go, from your tablet or smartphone.
- Reporting: portfolio value, performance, CVAR
- Display events
- See your positions and strategy
