Empirica offers an intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space. And it will make your offering unique on the management market.
Why Choose Empirica Robo Advisor?
COMPONENTS OF THE ROBO ADVISOR PLATFORM
Delivery process for Robo-Advisor Platform
Digital transformation of wealth management in 3 weeks
There are only 3 steps of the implementation process of Empirica Robo Advisor in your wealth management practice:
Frequently Asked Questions (FAQ)
In which countries does Empirica Robo Advisor operate?
We have local presence in United Kingdom, Poland and Finland and are in the process of building it in other countries like Germany, Switzerland and Netherlands. We aim to be global robo advisory software provider therefore we are up to date with the regulatory requirements on all major markets. Our system has built-in mechanisms that allow implementation of wide range of regulatory constraints. Let us know if you have questions regarding the specific requirements in your country.
How does Empirica Robo Advisor integrate with my custodian, broker or bank?
Open mechanisms of communication applied on architectural and API levels allows us to connect to any broker, custodian or data feed within a maximum of 2 weeks. Let us know in the process of system customization about your requirements in this area, and we will give you detailed answers with possible deadlines.
How does the white labelling work?
It depends on the product business model. We start from aligning the platform with your company branding materials (logo, colour palettes, layouts), but offer full range of customization, like implementing your wealth management processes and transaction execution strategies. Our platform is more than just a white label solution. It can be fully customized according to your specific needs. In our approach, the platform adjusts itself to wealth managers processes not the other way round.
What trading algorithms does Empirica Robo Advisor utilize?
You can implement any unique algorithmic strategy with usage of our API and deploy it into our platform or let our team do it for you. This gives you great possibility to apply most sophisticated algorithms and differentiate your robo-advisory offering on the market. Our platform includes basic allocation strategies and we offer a full range of testing tools.
Is it possible to integrate Empirica Robo Advisor with a third party software?
Yes, Empirica Robo Advisor is built on open architecture and uses standard communication mechanisms like REST API that allow to integrete with third party software like external data feeds, portfolio management software, banking or custodian systems. Our development team will be happy to support you with its broad experience in integration of complex systems.
How do I get started with my Robo-Advisor?
First choose your preferred product version from the Empirica-Advisor business models and request the demo presentation. Within 24h you will receive the response and will be provided with the next steps to set up the online presentation. After exploring Empirica-Advisor, you should have all the answers to your questions and can make a decision. When you decide to buy the system, with the Primary model, you sign our license agreement, customize the platform within 3 weeks and then you start signing up clients. More advanced models require more details from your side to set a road map for your project. We will provide you with further steps regarding the implementation process during the demo presentation.
Does Empirica provide financial advice?
No, Empirica does not provide investment advice. Empirica is a vendor of a fully automated robo-advisory platform – software solution for wealth managers, offered in SaaS or on premises models.
Does Empirica use my client information and investment strategies?
Absolutely not, Empirica is fully committed not to access to your client’s privacy, financial planning or confidential material.
Digital revolution in wealth management
“The financial services industry is undergoing a seismic shift. Automation introduced by robo-advisors is part of this transition. The next 5 years will most likely alter the competitive landscape for Asset Managers. Financial advisors have to take into account new technological models, both robo and hybrid advice, that help to manage and grow their businesses and keep them abreast of the latest industry developments. Both FinTech start-ups and traditional asset managers are focusing on digital and automated investment solutions to respond to the growing expectations of investors and to address major challenges facing the industry, such as pressure on lowering fees and generational changes. There are some important experiences and insights we would like to share according to our robo-advisory and algorithmic trading platform implementations.” – Michal Rozanski, CEO of Empirica S.A.
If you are planning to grow your business with robo-advisory solutions, request a demo presentation.