Portfolio Robo-Assist

Robo for Investment Portfolios

Optimizing Portfolios for Best-in-Class Asset Allocation

Robo-driven investment portfolio optimizer to facilitate hands-on portfolio construction and drive best fitted asset allocation and investment decisions. Maximize engagement and eliminate uninformed decisions.

Combine Portfolio Robo-Assist with other Fermion Wealth API services and unleash richer experiences such as getting risk-return suggestions that can be auto-implemented upon consent to effect a new optimal investment portfolio and projected outcome on the priorities.

01

Personalized Investment Plans-To-Go

Get straight into business with investment-linked insurance and pure investment portfolios optimally configured-to-go.

02

Re-balance and Re-calibrate Portfolios

Generate re-balancing options for under/over-risked portfolios or re-calibrate portfolios when customer changes goals or risk appetite

03

Hands-on Construction with Fund Finder

Handpick funds and investment products with fund finder and get the portfolio parameters auto-calculated. Works vice-versa too.

04

Keep Behavioural Biases in Check

Use the portfolio parameter calculators and smart heuristic insights to provide the feedback loop and tackle overconfidence bias and herd mentality

Use Cases

Lifecycle Reviews

Most customers’ insurance and investment portfolios remain static over time despite changes in priorities. Use the Investment Optimizer and Portfolio Robo-Assist together to determine the budget re-allocation and the new re-optimized investment portfolio for the new future.

Build-Your-Own-and-Test

Advisors and customers have their opinions about the choice of funds, allocation or expected returns. Show the impact on the anticipated volatility and their goals. Let them personalize and help them optimize – better yet, use together with Investment Optimizer for the ultimate personalized investment and insurance optimization.

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