Classic Robo is a digital wealth management solution for do-it-yourself investors seeking an end-to-end solution for goal-based investing for both discretionary or advisory based models. It allows an efficient, professional and yet easy management of multiple portfolios with a modern mobile experience.

  • Multiple goals and portfolios
  • ETF and mutual funds products
  • Onboarding to wealth with account opening
  • Real-time investment proposals and simulations
  • Portfolio monitoring, reporting and re-balancing
  • Top-up and withdrawal
  • Market data, research and analytics
  • Secure messaging

End-to-end do-it-yourself Investing

A comprehensive solution including all required functionality for a true end-to-end experience for both discretionary and advisory based investing models.

Optimized Mobile Experience

Easy-to-use and modern user interface delivering a great mobile 24/7 investment experience with access to key portfolio information and relevant functionality.

Cost-effective intelligent Investing

Goal-based investment approach with rich ETF and mutual funds universe with a modern portfolio theory applied to achieve goals in a cost-effective manner.

Request a demo

Our sales team is happy to schedule a personal live demo with you. We offer both web-based or physcial demos.

We look forward to showing you the key features and benefits of our new cloud-based offering.

Contact us