Disclaimer. We do not offer robo advisory or any other trading software. We have done it for years and have seen that we could better serve our customers by offering them full service, not only a tool. Empirica is now entirely focused on providing liquidity for crypto projects as a crypto market maker. If you need help in that area, let us know!
Empirica crypto robo advisory software is an intelligent wealth and protfolio management platform with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms or offering predefined cryptocurrency portfolios. It uses artificial intelligence to give advisors unique insights about their clients to lower their churn and increase their engagement. Those two characteristics make Empirica-Advisor absolutely unique in the whole robo advisory space. And it will make your offering unique on traditional and cryptocurrency market.
Crypto Robo Advisor
Whether you are Portfolio Manager, Wealth Manager, Crypto hedge fund or Fintech startup aiming to provide Cyryptocurreny Investment Advice service, we have a set of modules for you that can be put together in order to cover the operations you have in mind.
A software for Portfolio Managers
Empirica’s Portfolio Management suit is very well integrated and developed to provide a feature rich solution for Portfolio Management lifecyvle. The suit is put together with components providing tools to create risk-categorized portfolios and distrubute them via a digital and paperless onboarding process to interested investors. There are dashboard views for portfolio managers and retail investors, where information finds the user, with customisable widgets that give instant access to extensive Client Valuation, Activities, Market research data and in-house/3rd party systems.
- Entirely online and paperless onboarding process
- Efficient portfolio creation with multi asset class support (Cryptocurrency and traditional assets)
- Automated/semi-automated rebalancing conditions
- Real-time portfolio valuations
- Risk categorizations
- Client management tools
- Recommendation engine
A software for Wealth Managers
Empirica’s Wealth Management suite is of full integrated front, middle and back office modules. They are developed to provide wealth managers all the tools needed to provide wealth service to their investors, in addition, our capability to automate the whole lifecycle of Wealth management could potentially reduce operational costs. We obtain our executional automation through integration to our Algorithmic Trading Platform, which allows you to have a highly scalable business. The platform facilitates the onboarding of new investors. It provides a complete portfolio presentation with details to clients during their onboarding before they make their investment decisions. A dedicated online client dashboard allows your investors to view the performance of their portfolio in real-time.
- Automated order management and execution
- Comprehensive client and investment monitoring
- Entirely online and paperless onboarding process
- Efficient portfolio creation with multi asset class support (Cryptocurrency and traditional assets)
- Automated/semi-automated rebalancing conditions
- Real-time portfolio valuations
- Risk categorizations
- Client management tools
- Recommendation engine
A modular based deployment depending on your business processes
Pick your preferred set of modules, do not worry you can rearrange later
ONBOARDING PROCESS
INVESTOR RISK PROFILING
BALANCE PROJECTION
CUSTOMER REGISTRATION & KYC
INVESTOR DASHBOARD
PORTFOLIO PERFORMANCE ANALYSIS
COMMUNICATION AND REPORTING
INVESTMENT MANAGEMENT
ADVISOR DASHBOARD
INVESTOR AND AUM ANALYSIS
INVESTOR MANAGEMENT
COMMUNICATION AND REPORTING
CUSTOMER RETAINMENT
CUSTOMER PORTFOLIO HEALTH CHECK
CUSTOMER PROFILING
PROPOSE ACTIONS & RECOMMENDATIONS
PORTFOLIO MANAGEMENT
MODEL PORTFOLIO CONSTRUCTION AND OPTIMIZATION
DISCRETIONARY PORTFOLIO MANAGEMENT
PORTFOLIO REBALANCING
ALGORITHMIC ENGINE
EXCHANGE CONNECTORS
ALGORITHMIC TRADING
STRATEGY TOOLS AND API
CRYPTO TRADING BOTS
SYSTEM ADMINSTRATION
ADVISOR CONFIGURATION
QUESTIONNAIRE BUILDER
SYSTEM SETUP
ONLINE PRESENCE
CUSTOMIZATION
BRANDING
MULTI-CHANNEL ACCESS
Provide portfolios with variety of instruments
Onboard new customers globally
It does not matter if crypto-only, normal instruments or a combination of crypto and normal instruments portfolios with Empirica Robo Advisor you can have it all. In just few steps you will be able to create investment portfolios, assign them to a risk level and have it available to your clients.
Your new customers could onboard seamlessly through Empicia Advisor onboarding module. Onboarding consist of questions to assess your customers towards how much risk they can tolerate and propose the appropriate crypto model portfolios you have created to them.
Execute portfolio trades in a fully-automated infrastructure
Adjust your portfolios to market situation
Empirica Crypto Robo Advisory is integrated to most known and used cryptocurrency exchanges out there, allowing your transaction to be performed entirely automatic. Thanks to Empirica algorithmic trading platform, we can connect to almost all crypto exchanges of your choice.
With few simple steps you can manage and modify your customers portfolios.Customers can view or in case accept or reject the recommended changes in the portfolio.
Open mechanism for custody integration
Exquisite User Interface Design for you and your investors
We do acknowledge the lack of fully automated with third system access within the Cryptocurrency space. We do have the technological capabilities to make this integration happen and we do have contacts with Cryptocurrency Custody service for institutional customers and possible technical integrations with them. There are breakthroughs in this regards if you would like to know more or this topic concerns you, get in touch with us and one of our experts will get back to you with updates.
Empirica Robo Advisory suit consists of two separated dashboard, one for you and your staff and one for your end clients (investors). Dashboards are designed with the latest principles of UI/UX in order to bring the best and most efficient experience for you and your clients. We do constantly update features, widgets charts and other elements on our dashboard to serve you and your clients better. Our client dashboard (your investors’ dashboard) is a comprehensive reporting environment is designed to bring a pleasant experience to your clients with an interactive design for them to get a complete overview of their portfolio performance.
The first Robo in the Cryptocurrency space
Empirica’s Robo Advisory software has successfully gone through the test in the capital market with a successful implementation and delivery to ING bank. Now, we see more and more interest in the field of Cryptocurrency Wealth and Portfolio Management which indicates a new wave of interest on such services. Our modular based and customizable suits are a perfect start for firms aiming at digitalizing their current Portfolio and Wealth Management operations. Our components and widgets are customizable and do have additional development programs in our packages in case you have your idea of a widget that is not available in our packages.
Robo Advisors are revolutionizing wealth management industry by changing the way people invest. Empirica is backing this revolution by providing robo advisors to cryptocurrency market, the software that allows them to offer their customers low fees, fully automated portfolio management and impressive user experience.
Why Empirica Robo Advisory platform?
Empirica Robo Advisor is a white label solution for crypto portfolio managers and investment firms, who want to use latest technological advances to offer new level of services to their customers. It automates the process of customer onboarding, constructing a portfolio, asset allocation, portfolio rebalancing and automated execution of trades. The solution can be highly customized or extended by new modules including specifics of customer organization with Empirica’s trading software development services.
REASONS FOR CRYPTO INVESTMENT FIRMS TO IMPLEMENT ROBO ADVISOR SOFTWARE
- To profit from the fastest evolving cryptocurrency market
- To widen the market and your client base
- To stay profitable in lower fees environment
- To work with Millennial Investors – a largely untapped source of assets
- To address growing expectations on level of the service. To provide your investors with real time information on their assets in engaging way
- To benefit as a manger from behavioral analysis of the customer activities in the system to help them better deal with emotional aspects of investing
