Unlocking Efficiency & Client Focus in Asset & Wealth Management using Robo Advisor Accelerator

Challenges.

• Time & Talent Crunch: Building a Robo-Advisor requires significant investments in time, skilled personnel, and cutting-edge technology. This can strain existing resources. 
• Integration Intricacies: Integrating various components like portfolio creation, rebalancing algorithms, tax optimization, and risk assessment can lead to technical complexities and delays in launch. 
• Core Competency Compromise: The time and effort required to develop a robo-advisor can divert focus from core strengths and deliver exceptional value to existing clients. 

Solutions.

Coforge's Robo-Advisor Accelerator tackles the challenges faced by wealth management firms, paving the way for a faster and smoother launch. Here's how it streamlines the process: 

• Effortless Portfolio Design: Create tailor-made model portfolios that cater to your clients' specific needs and risk profiles, streamlining the process. 
• Intuitive Business Rule Engineering: Easily configure operational parameters to seamlessly align with your unique investment strategies. 
• Simplified Risk Assessment: Streamline investor profiling for accurate risk assessment and personalized asset allocation strategies for every client. 
• End-to-End Robo-Management: Leverage Coforge's expertise to handle the entire Robo-Advisor infrastructure, from data management to portfolio execution, freeing your team to focus on core competencies. 

The Impact.

• Faster Launch & Market Advantage: By leveraging pre-built components and streamlined integration, the firm slashed its launch time by 40%. This swift deployment secured a competitive edge in the market.
• Cost Savings & Efficiency: The Robo-Advisor Accelerator yielded a remarkable 38% cost reduction compared to building from scratch. Eliminating extensive development and pre-built modules significantly reduced upfront costs.
• Enhanced Client Satisfaction: The ability to personalize robo-advisor offerings based on expertise and individual needs resulted in a 25% increase in client satisfaction. This translates to higher client engagement and loyalty.
• Scalability for Growth: The robust and scalable platform ensures the robo-advisor evolves alongside business needs. It seamlessly expands to accommodate future growth, future-proofing the firm's wealth management infrastructure.;