The use of digital and automation techniques has gained attention.  In the industry of wealth management. The financial industry has been moved by the tech revolution, that reshapes the world. This industry felt a massive transformation since the economic crisis hit the markets. Compliance costs, higher regulation, and different expectations from the customers.

It was inevitable that there are different gadgets invented every day. With the help of advanced technology. Many products are helpful to humans. Which makes their work easier and faster.

All about Bambu

            Bambu is a popular company established in 2016 by Ned Phillips, Aki Ranin, and Luke Janssen. They provide their robo-advisor technology, which helped to transform digital wealth globally. The smart advisory solution is driven by their proprietary algorithms. And machine learning tools.

Bambu is Singapore-based and has subsidiaries in Malaysia, Hongkong, and the United Kingdom. As well as representatives in Europe, Africa, and America. And if you’re asking how do they help Financial Institutions? First, is they offer a white-label custom robo. They offer investors a natural experience in finding the right investment strategy. Instead of a traditional single profile portfolio. The white label produced personalized portfolios for each of your life goals.

Second, Bambu offers a dashboard that helps the efficiency of relationship managers better. Within the banks by creating talking points for their particular clients. The platforms process different live and past data to give a unified view of the market and house view. Building on this progress, Bambu will make use of the latest investment. To increase its sales and business development capability. To meet the progressive demand for robo advisor solutions globally. 

Bambu Go

Bambu Go is a complete white label Robo advisor solution. That requires zero development or integration. The best Robo-advisor with a complete tool kit. Their white-label solutions simplify your world while enhancing accuracy, speed, and flexibility. Bambu Go helps you and your clients with advanced technology. That combines your current systems.  For more stable delivery of digital wealth management services.

What is a Robo-advisor? 

            A robo financial advisor is an algorithm-driven platform. That is modifying wealth management around the globe. Capable of automating a span of processes from account opening. And administration to aim planning and portfolio management. What is normally done manually, a robo advisor can be executed both alongside or in place of a human advisor.

Bambu Go is one of the industry’s major robo solutions. That provides businesses of any size and scope the opportunity. To establish a ready-to-go digital wealth management system with zero integration or development.

  • Transactions Automated- comes with direct verification, order management. ACH payments and rebalancing through Plaid and Apex Clearing.
  • Fast Delivery Robo- personalize your robo-advisor app. With your branding and set up. Risk questions, products, and portfolios using their dashboard.
  • Zero Coding Needed- Bambu Go robo financial advisor comes with all you need to launch. Run a digital wealth platform, including brokerage and custody with Apex Clearing.
  • Pay as you Go- customize your robo-advisor app. Grow your business and launch your Robo-advisor app with a limited budget.