To FIN/S Robo Advisor είναι μια ψηφιακή πλατφόρμα διαθέσιμη οποτεδήποτε και προσβάσιμη από οπουδήποτε μέσω υπολογιστών, tablet ή φορητών συσκευών που επιτρέπουν και διευκολύνουν την αυτοματοποίηση των λειτουργιών. Οι χρονοβόρες διαδικασίες απλοποιούνται, προσφέροντας στους υποψήφιους πελάτες έναν εύκολο και φιλικό τρόπο για να παραμένουν εντός των ξεχωριστών στόχων τους. Στις βασικές λειτουργίες του FIN/S Robo Advisor περιλαμβάνονται το Onboarding process , η διαχείριση εγγράφων, η αναγνώριση του προφίλ κινδύνου των επενδυτών, καθώς και η διαμόρφωση, η αυτόματη αντιστάθμιση και η παρακολούθηση του χαρτοφυλακίου. Το FIN/S Robo Advisor προσφέρει στα χρηματοπιστωτικά ιδρύματα τη δυνατότητα να παρέχουν μια νέα, αυτοματοποιημένη υπηρεσία διαχείρισης επενδύσεων με σημαντικά χαμηλότερο κόστος.

Onboarding

Self-registration of new clients

Prospective clients proceed with their registration and open their own Client Account. At the same time Compliance Procedures for opening – checking – accepting of a new client, begin. Bank’s authorized personnel supervises and controls these procedures.

During self-registration process, FIN/S Robo Advisor checks and alerts for any prospective clients identified in various negative/black lists.

Document Uploading

Prospective clients submit-upload the required documents to the Bank.

When the process is completed, authorized personnel is automatically notified so as to check and endorse the new clients through simple procedures.

Automatic Portfolio Management

Investment Risk Identification

The client/investor fills the user friendly Questionnaire set by the Bank.

FIN/S automatically calculates scoring and classifies the investor in the appropriate investment class. The results of this classification are available to investors through analytical and fully explanatory forms.

Investment Proposal

Once client’s registration is approved and completed, FIN/S Robo Advisor suggests the investment proposal, personalized to client’s investment profile.

Investment proposals rely on predefined optimal portfolio models of multicurrency investments and are designed by Bank’s expertized personnel.

Investors have access to a trial-exploratory period so as to perform multi scenarios on how the portfolio progresses through rebalancing, and thus obtain an analytical perspective of the portfolio’s expected returns.

auto-port-manag-devices

Automated Portfolio Management

The client, with very simple actions, can decide whether to proceed and accept the investment proposal and thus create the new investment portfolio.

From then on, the client gains access to the FIN/S on-line update platform, that provides all necessary information either via web or through a Mobile App.

Through easy-to-use functions, each client can set strategies (such as profit taking, stop loss) and either get notifications when the criteria are met, or automatically launch investment orders.

FIN/S Robo Advisor, supports EFFECT Interfaces engine for the integration with Brokers, custodian banks, fund managers and other counter parties.

Model Portfolios

In addition, FIN/S through the Risk Management module offers to the Bank all the needed tools in order to design optimal portfolio models and cover a wide range of investment profile needs.

This module is also enriched with Investment analysis and portfolios’ optimizations that are generated through complex mathematical algorithms based on the Markowitz theory.