Robo4Advisor, the expert system for savings professionals, gets a makeover :

They are now available online :

• Of the expanded ranges of financial instruments
• New Investment Universes related to French, Italian and Luxembourg financial products
• our New model wallets

Robo4Advisor è stato ideato per creare delle allocazioni di portafoglio profittevoli e sostenibili, monitorare la loro qualità e adattarli alla situazione di ogni cliente.

e se vuoi collegare le nostre funzioni di roboadvisory con il tuo sistema gestionale o amministrativo :

• activate our ESG and Financial Data form to receive our financial and ESG analysis automatically
• o importa automaticamente in Robo4advisor per monitorare ogni giorno la qualità delle posizioni Clienti.
  Così, verificherai il rispetto quotidiano del profilo di rischio e delle preferenze di sostenibilità di tutti i tuoi clienti.

Cryptocurrencies, Certificates, Commodities ... the investment world is changing rapidly, and Financial advice needs to update promptly :

Robo4Advisor has been amplified to accompany the advisor who wants to easily identify the best investment solutions.

• Mutual Funds and ETFs
• Open Pension Funds
• Separate Insurance Accounts
• Exchange Traded Commodities and Cryptocurrencies
• Certificates
• International listed stocks
• Real estate funds

Robo4advisor is the only tool to offer advisors dozens of performing Portfolio allocations developed by our team of investment experts.

Ci sono 29 portafogli modello R4A messi a disposizione degli utenti per elaborare rapidamente delle allocazioni per i propri clienti che siano in linea con i loro obiettivi :

• i 6 portafogli base R4A sono delle allocazioni di portafoglio strategiche sui mercati azionari (paesi sviluppati, emergenti, allocazione settoriale) ed obbligazionari  (Area Euro, Globale High Yield ed Investment Grade).
• i 23 portafogli Master R4A  sono portafogli diversificati ottimizzati dall’intelligenza artificiale secondo vari algoritmi – in chiave finanziaria ed ESG.

And to buy you some time, you will find some portfolios by network created based on the contents of the offerings of 120 Italian, French and Luxembourg insurers and/or network banks.
We'll give you various allocations built to outperform the market :

• 2 Total Return equity allocations, one classic and one ESG
• 1 Euro bond total return allocation
• 3 allocations by risk level

Have you ever thought of calculating a rating on your clients' Portfolio ? Today you can apply the powerful calculation functions of Robo4Advisor directly in your management system with our Data solutions :

• Link your administrative system with R4A and receive weekly all financial and ESG ratings of analyzed Client portfolios
• They will be competed against all mutual funds on the market and you will receive a weekly personalized rating !

You can also automatically take R4A's financial and ESG analysis data and bring it into a management application and make it available to your clients on the Web.