Fintech > Investment Apps > Robo-Advisor
CUSTOM ROBO-ADVISOR
Build a Robo-Advisor in 2 weeks
Scope, design, build, and launch your Robo-Advisor with the help of our Build Partners & AI Agents
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A robo-advisor is an automated investment platform that uses algorithms to manage users’ investment portfolios based on their financial goals and risk tolerance. These platforms typically offer low-cost investment management services, making investing accessible to a broader audience without the need for human financial advisors.
Creating a custom robo-advisor allows firms to tailor investment strategies and user experiences to meet specific client needs. This customization can lead to enhanced user engagement, improved customer satisfaction, and the ability to differentiate from competitors in the growing fintech market.
The ROI for developing a custom robo-advisor can be significant, driven by reduced operational costs and increased client acquisition. By automating investment management, businesses can serve more clients with fewer resources, leading to higher profitability over time.
There’s a myriad of features that you can build for your custom Robo-Advisor , it really depends on your digital transformation needs. But we’ve rounded up some of the top features that you’ll need in a Robo-Advisor
This feature allows the robo-advisor to create and manage a personalized investment portfolio based on the user’s financial goals and risk tolerance. By utilizing algorithms and machine learning, the platform can continuously monitor and adjust the portfolio to ensure it aligns with the user’s objectives, thereby optimizing returns while managing risk.
A critical feature for maximizing after-tax returns, tax-loss harvesting enables the robo-advisor to identify underperforming investments and sell them to offset capital gains. This automated process helps users minimize their tax liabilities and keep more of their investment returns, making it an essential tool for effective wealth management.
This feature allows users to set specific financial goals, such as saving for retirement or purchasing a home. The robo-advisor then tailors investment strategies to help users achieve these goals, providing a clear roadmap for their financial journey and enhancing user engagement through personalized advice and progress tracking.
Xamun is an AI-Augmented Software Development Platform that makes it fast and easy to launch your Robo-Advisor app
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ABOUT XAMUN
Your tech co-founder estimated 3 months? We’re delivering MVPs in 2 weeks. With full code ownership.
Whether you’re a startup without a tech co-founder, or a mid-sized business without a development team, Xamun’s AI Agents power your app creation journey from concept to launch.
Throughout the development phase, Xamun’s team gave valuable insights on how to optimize the product, to make sure all our requirements were perfectly addressed. Their commitment to quality has made a lasting impression, and we look forward to collaborating on future projects with Xamun.
HOW XAMUN WORKS
Leverage AI and our expertise spanning 2 decades
Chat with Xami, our AI, to create a feature list and get a cost & time estimate
Collaborate to add details like business rules to get a fixed-price proposal
Monitor your software’s development progress and launch your software
Scope your next big app with the help of our Solution Advisor and in under 30 minutes, get:
- a full feature list (generated by our AI agent)
- a high-level build time estimate
- a ballpark build cost estimate
