Empirica crypto advisor is an intelligent Robo Advisory 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.

OUR ROBO IS ALREADY INTEGRATED WITH THESE EXCHANGES AND WE ARE WORKING TO BRING YOU MORE

EMPIRICA ADVISOR PROVIDES YOU WITH

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

MARKET CONNECTION

ALGORITHMIC TRADING

STRATEGY TOOLS AND API

SYSTEM ADMINSTRATION

ADVISOR CONFIGURATION

QUESTIONNAIRE BUILDER

SYSTEM SETUP

ONLINE PRESENCE

CUSTOMIZATION

BRANDING

MULTI-CHANNEL ACCESS

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.

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.

Why Empirica Robo Advisory platform?

Empirica-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.

  • Differentiate your offering

    Stand out from the crowd on cryptocurrency market by using our powerful algorithmic engine that allows you to implement and execute most sophisticated investment strategies

  • Engage your customers

    Make customers stick to your portfolio strategies for years with Goal Based Investing and impressive user experience with real time portfolio information.

  • Be fast on the market

    Introduce to your customers new level of service with our fully customizable solution.

  • Lower the churn

    Lower the churn of customers through Artificial Intelligence mechanisms and behavioral analysis

  • Attract new customers

    Make your offer affordable for millennial generations and clients with lower assets without compromising your profits with usage of automation.

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

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