TradeSmarter
Curated by SignalCustomizable white label robo-advisory platform for wealth managers.
Overview
TradeSmarter is a white label robo-advisory platform aimed at wealth managers who wish to offer automated investment advisory services under their own brand. The platform employs algorithms to develop and manage diversified investment portfolios that align with individual client risk profiles and financial objectives. Notable features include automatic rebalancing, tax-loss harvesting, and performance tracking. TradeSmarter targets wealth managers, proprietary trading firms, and brokerages, addressing issues related to inconsistent technology and functionality across various devices. The platform includes a trading system, back-office customer relationship management (CRM), and multilingual support, which may assist firms in enhancing client engagement and optimizing their service offerings.
Key facts
- Founded
- 2008
- Headquarters
- Singapore, Singapore
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
