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Robo-Advisor
Automated, diversified investments tailored to the user profile. No need for internal teams or proprietary licenses.
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Automated, diversified investments tailored to the user profile. No need for internal teams or proprietary licenses.
Users complete an interactive questionnaire to determine their risk tolerance.
Based on user responses, we generate an investment recommendation, putting our fiduciary duty first.
The platform makes regular adjustments to keep the portfolio aligned with user preferences.
Wealth2B recommends a globally diversified investment portfolio, optimized for the long term and adjusted to each user's risk tolerance. The goal is to achieve diversification across currencies, sectors, and geographies.
Potential investments are classified into six categories, each with subcategories from which Wealth2B selects instruments according to our clients' needs:
| Cash and Equivalents | Equities | Fixed Income | Natural Resources | Real Estate | Speculative |
|---|---|---|---|---|---|
| Treasury Bills/Notes | US Stocks | US High Yield Bonds | Energy | US REITs | Cryptocurrency |
| FDIC Bank Sweep | Emerging Markets | Emerging Market Bonds | Precious Metals | Global REITs | Others |
| Developed Markets | US Government Bonds | ||||
| US Corporate Bonds | |||||
| Developed Government Bonds | |||||
| Developed Corporate Bonds |
Our clients, together with Wealth2B, select the asset classes to include in the product. Once selected, Wealth2B chooses ETFs based on three variables:
Measured by expense ratio, prioritizing lower-cost options to maximize net returns.
Measured by average trading volume, prioritizing greater liquidity.
Measured by tracking error, prioritizing those with minimal deviation from the target index.
ETFs with the best metrics in these variables are used in client portfolios.
By integrating with Automatic Portfolio, our clients can quickly include more and new competitive and attractive investment opportunities that are automatically added to user portfolios.
Schedule a call with our team and launch in weeks.