Cutting-Edge Technology That Seamlessly Integrates Your Existing Systems
Investence GO is a complete white label Robo-advisor solution that requires zero development or integration
Fast Delivery Robo
Customize your robo-advisor app with your branding.
Set up risk questions, products, and portfolios using our dashboard.
Zero Coding Needed
Investence GO robo financial advisor comes with everything you need to launch. Run a digital wealth platform, including brokerage and custody.
Intelligent Customer Experience
We have spent years simplifying the customer experience. Like Netflix, the journey is driven by personalized data and recommendations.
State-of-the-art digital end-to-end wealth solution that financial advisors and institutions can offer to their Next Gen Investors.
Client Portal
Can be white-labelled to match company colours, logo and fonts Responsive web design adapts to desktop or mobile devices on the fly End-to-end to client onboarding journey Supports advised, discretionary and execution-only propositions
Admin Portal
Our web-based portal lets your team centrally manage all client interactions and administration. You can view and make changes to client data; run additional compliance and KYC checks; generate ad-hoc client valuations; view client onboarding status, positions & history; and use the built in alerting system.
White Label Robo Advisor
Investence GO is designed as a 3-module solution. Our academically validated investor profiling module, end-to-end front-end flow and portfolio construction framework may be implemented separately or in any combination. Investence GO can be also implemented as an advisory tool for advisors.
Boost your investment management capabilities
Learn more about how Investence can empower your practice.