Robo Advisory Software Development

Your Trusted Provider of Robo-Advisors for Automated Investing

We’ve been receiving lots of inquiries from banking companies and FinTechs for tools complementary to wealth management software solutions. In their requests, they expressed the need for automated investment advisory software that wouldn’t require end-users to have in-depth financial knowledge.

In response to the market needs, we’ve developed custom robo-advisory software to open investment firms’ services to new customer segments. Robo-advisory in wealth management is an automated platform that takes care of the wealth of novice investors with minimal human supervision.

With a robo-advisory module added to your wealth management offer, you get revenue betterment while optimizing hiring costs and handling numerous future clients.

Major Modules of Scalo Robo-Advisory

Automated Portfolio Management

Once an investment portfolio is created, robo-advisors monitor its status. In the case of market movements, digital financial advisors use balancing bands to minimize losses.

Personalized Investment Advice

Robo-advisory services build a tailor-made portfolio based on time horizon, risk tolerance, and financial goals specified by the user. The input is balanced against unpredictable forces that could negatively affect the investment.

Algorithmic Trading

Advanced AI and ML-based trading algorithms buy and sell stocks based on the gathered information. Robo-advisory platforms are optimized to minimize loss or maximize profit.

Real-Time Market Monitoring

Robo investment advisors take the hassle out of keeping track of stock market changes and analyzing confusing issues. Every change in the market is noted by the algorithms and analyzed to modify the portfolio.

Goal-Based Financial Planning

Robo advisory software is excellent for those who want to achieve a single financial goal. Any set target can be changed during or after reaching it.

Comprehensive Risk Assessment

The user sets the risk tolerance before starting the analysis, and the robo advisor follows it during investment management. Moreover, tax-loss harvesting minimizes turnover by reselling stocks at a loss.

Integration with Existing Financial Systems

A robo advisory module is a backend solution built on popular and flexible frameworks. Robo-advisor services can be easily integrated into existing financial planning and investment systems.

Regulatory Compliance Automation

Robo-advisory software has equal legal status as human advisors. And like humans, they comply with applicable legal requirements in real-time (with minimal software engineer supervision).

Help Your Customers Reach Their Investment Goals from Home

Be Ahead of Your Time With Robo Advisory Technologies

By choosing Scalo, you have a guarantee that your robo-advisory platform will be up-to-date and give your customers the best overall investment experience. Our fintech software specialists use only proven and timeless solutions and technologies.

Many robo-advisors from competitors are enthralling solutions that work flawlessly only on a mockup. At Scalo, we make sure every single robo-advisory module is compatible with existing digital financial services and allows end users to switch between various investment options seamlessly.

At the heart of an effective and precise backend are Java/C/C++ languages. Advanced algorithms for data analysis, real-time market monitoring, and machine learning are built on Python frameworks, and additional custom elements are created using R, GO, and Scala languages.

Scalo robo-advisory software is not ready until it perfectly matches your assumptions and existing infrastructure.

Top-Notch and Best-Performing Backend Solutions

Real-Time Risk Assessment and Management

Robo-advisors often use the risk tolerance declared by the user which is automatically adjusted during rapid changes in the market to avoid investment failure.

Dynamic Rebalancing Capabilities

A sophisticated AI-based algorithm rebalances the portfolio, helping out users with no investing know-how.

Behavioral Data Integration

The algorithms use past changes in the stock market and the user's historical investments to reach new targets.

Algorithmic Trade Execution

Robo-advisors are constantly monitoring the stock market and deciding to perform transactions due to real-time changes.

High-Frequency Data Feeds

Data gathered by robo-advisors at high frequencies update investment conditions in real-time.

Automated Compliance Monitoring

Automated compliance monitoring regularly updates investment opportunities to current country regulations.

Scalo Answers to Traditional Financial Challenges

Want to offer your customers first robo advisors free from the most popular inconveniences?

Every robo-advisory platform from Scalo is equipped with solutions built on our extensive experience with wealth management services.

Data Security

Saving and investing accounts have never been so secure. As we work on robo-advisory software, we implement advanced encryption and secure data storage to keep the mutual funds of your end users protected from unauthorized access.

User Adoption

The best robo-advisors are simple to use. So, robo-advisory platforms from Scalo are too. The software includes an intuitive UI/UX design that streamlines complex financial concepts and makes opening an account or checking investment account balances easy.

Operational Efficiency

At Scalo, we design robo-advisory services to gain all the information needed to create accurate investment strategies. With extensive knowledge, advanced algorithms achieve short-term and long-term goals (e.g., retirement plans) smoothly.

Scalability

Low-cost and successful investments of your customers will quickly attract new people. Scalo robo-advisory software is a scalable solution that flexibly grows with your client base.

Market Volatility

Stock exchanges can change in even a few hours. AI-based algorithms adjust robo-advisor account balance by tracking real-time market fluctuations to make sure your users don't fail to reach their investment goals.

Personalization

Scalo robo-advisors offer customized investment portfolios aligned with individual goals. Each user can prepare investment planning by adjusting duration and risk level.

Why Should You Choose the Scalo Approach for Automated Investing Services?

Imagine a world where investment processes happen while you grow your business. Scalo’s original robo advisory service is the future of investing. With advanced AI ML algorithms, our software takes automation to a new level, minimizing the need for manual intervention and the risk of human error.

Scalo robo-advisory software works fully automatically, from market analysis to portfolio selection to trade execution. Users only configure their investment preferences in an intuitive user panel. The algorithms do the rest. Our approach saves time and resources and eliminates the stress of daily investment decisions.

Scalo’s robo-advisory platform uses advanced data analysis to dynamically assess risk and adjust the investment portfolio. Users’ assets are always optimally adapted to the current market situation.

Robo-advisory software by Scalo integrates with your existing financial systems and provides a seamless connection. No matter what IT solutions you use, our system will be implemented quickly and efficiently, allowing you to fully automate the investment processes.

Engagement Models on Robo-Advisory Software Development

How can we help you make robo advisory in wealth management perfect for customers to invest and generate revenue for your company?

Check out the available cooperation models!

Outsourcing

Have you encountered deadlock in the development of robo advisory platforms? The best robo-advisor software developers from Scalo will augment your in-house team and help you create the functionalities desired by the market.

Custom Robo Advisory Software

Would you like to have cutting-edge and easily scalable software that replaces traditional financial advisors and attracts more clients to investment services? At Scalo, we will design custom robo-advisory software that fits perfectly with your existing infrastructure.

Financial Advisor Design Consultation

If you plan to choose a robo-advisor for your company, we will meet with you for a comprehensive consultation. We'll learn about your infrastructure and system capabilities. Then, you will hear about the services provided by robo-advisors, the implementation plan, and revenue estimates.

Choose Scalo and Go Strong!

At Scalo, we have been exploring the secrets of the financial industry for years. We know what fintech and banking clients need most and have the tools to help brokers and tax advisors take customer service to the next level.

Working with Scalo, you’ll get robo-advisory software solutions that combine the power of the backend with the style of the frontend. You’ll automate time-consuming activities and generate savings on human resources that you can invest in making your business more competitive.

Learn about intelligent systems that support investing and increase access to human financial advisors for key prospects. Contact Scalo and get your robo-advisory module today!