Build a Robo Advisor

Launch passive investing products and services to your customers with the help of our API infrastructure.

Our platform makes investing easy and offers every building block you will need so that you can focus on what matters the most. 

Benefits
Easy to build and launch
Robo Advisors use model portfolios with specified asset weightings and specific rules. They are easy to build using WealthKernel’s model portfolio management infrastructure.
Access to comprehensive services
Robo-Advisors can also offer retirement planning, tax-strategy schemes, and portfolio rebalancing. They simultaneously manage portfolios across all of your customers while ensuring your customers reach their investment goals and minimise liabilities.
Low-cost alternative
Robo Advisors are low-cost alternatives to traditional Financial Advisers. They offer similar investing services to financial advisers but with reduced operational costs.
Accessible and straightforward
Robo Advisors offer automated and algorithm-driven services and lower advisory and labour costs than traditional financial advisors, making them more accessible and straightforward.

Why choose us?

Trustworthy - WealthKernel’s investment infrastructure can help you build an end-to-end user Robo-Advised journey that supports Advised, Discretionary, and Execution-Only propositions. We offer all the required building blocks needed to get your Robo Advisor up and running - from user onboarding, account management, portfolio management, custody, and more.
Cost and time-effective - Our APIs help you shorten the route to market, and you won't have to start from scratch! Your business can avoid the cost of launching a brand-new service and focus on increasing efficiency and building a more scalable and profitable business. Our APIs also help automate trade submissions, reporting and allocations and simplify tracking order status, positions and account balances.