Robo Advisory Platform

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Empirica-Advisor is an intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. 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 asset management market.

Advanced solution

Fully customizable solution for asset managers, who want to GO ROBO or GO DIGITAL with omnichannel hybrid advice

Uses AI

Lowering the customer churn rate by using behavioural analysis with recommendations and predictions backed by Artificial Intelligence and machine learning.

Algorithmic engine

Strong algorithmic engine meets the highest technical requirements such as high throughput (1K msg/sec) and low latency (less than 1ms)

Goal Based Investing

Engaging customers by Goal Based Investing and user-friendly Investor Dashboard

Ready to connect

Fully open for integration across different brokers and markets

Interactive charts

Attracting new groups of customers by interactive investor onboarding and balance projection

Sophisticated algorithms

Automated asset allocation proposals and portfolio rebalancing based on sophisticated algorithms

Monitoring and reporting

Monitoring and reporting of investors financial portfolio by Administration Console

COMPONENTS OF EMPIRICA-ADVISORY PLATFORM

Investor Onboarding with balance projection

A fully customizable interactive questionnaire helps to create a customer’s risk profile and to fit adequate investment strategies to it. The risk profile of the customer can be created based on customized parameters defining overall risk aversion level, users expectations, lifetime goals and the way of making important financial decisions.
Visualization of balance projection applied in Empirica-Advisor as an eye-catching dynamic chart, gives a huge advantage over the traditional questionnaires, by interactively showing the customer dependencies between the answers from the questionnaire, risk profile, proposed investment strategy and long term financial goals. Showing the customers their future profit and giving them an interactive influence on it, is a great way of increasing the engagement in proposed investment strategy and making them a long term customer, who doesn’t change their decision in the first market downturn.

Start your onboarding by requesting demo presentation.

Investor Dashboard

Investor Dashboard provides the user with the view of the whole portfolio instead of selective view on financial products only. It gives them the possibility of real time portfolio monitoring via user-friendly analytical tools for the visualization of the portfolio structure (eg. instrument type, sector or region) and risk parameters. The Platform provides real time and historical information on the portfolio over the selected period.

Discover advanced charts and diagrams on Investor Dashboard by requesting demo presentation.

Asset allocation & Portfolio rebalancing

Allocation of clients assets to different financial instruments should be adequate to the user’s risk profile and execute the long term investment strategy. Empirica-Advisor allows the user to automate asset allocation using customized investment algorithms. Automated portfolio rebalancing is an important functionality of robo-advisory service. In Empirica-Advisor it is possible to set the automated portfolio rebalancing with requested frequency. The rebalancing mechanism is implemented in the algorithmic engine, so its logic can be fully adjusted to asset management requirements.

Find out more about asset allocation by requesting demo presentation.

Algorithmic Engine

The uniqueness of Empirica-Advisor lies in its integration with the Algorithmic Trading Platform, the advanced and complete environment for building, testing and execution of trading algorithms. The platform has been successfully implemented in many financial institutions and meets the high technical requirements such as high throughput (1K msg/sec) and low latency (<1ms). The algorithmic engine allows the definition of own algorithms and use them in other investment products without having to implement a trading infrastructure. No other robo-advisor software producer offers the use of in-house algorithmic execution like Empirica does. The software is fully open for integration across different brokers and markets. Read more about Algorithmic Trading Platform…

Try our Algorithmic Engine for robo by requesting demo presentation. It is possible to request additional demo of Algorithmic Trading Platform.

Administration Console

The Administration console offers a full range of tools for monitoring and managing investors portfolios. The dashboard of Empirica-Advisor allows the user to track and analyze customers behaviour and react if they are going to change or give up with their investment strategy. The Administrator gets all the tools needed to communicate with investors efficiently – automatic and manual notifications, mails, sms, alerts. The asset manager gets a view of performance of individual portfolios as well as an aggregated view on assets under management. The integration with external systems such as market data providers or brokers system is also controlled from the Administration Console.

Check out your navigation console by requesting demo presentation.

Behavioral Analysis backed by AI

Behavioural analysis functionalities of Empirica-Advisor, backed by AI and machine learning, allow the user to deepen the understanding of clients’ behaviours, to predict their reactions and to influence their decision-making process. With behavioural analysis it is possible to react in advance if the behaviour of a customer combined with market situation and other factors indicate there is a high probability of losing them. Tracking all actions of customers, analyzing them, finding common patterns in huge amounts of data, making predictions and offering unique insights for fund managers delivers a powerful tool not previously available to wealth managers.

Find out more about amazing possibilities of behavioural analysis during the demo presentation.

If you are planning to grow your business with robo-advisory solution request a demo presentation.