ABOUT US

 

At iRoboInvest we strive to open up the wealth management industry for retail investors just like you and us. We create technology that enables money management to operate faster, cheaper and easier. Join our efforts to make investing accessible for everyone!

© 2019 iRoboInvest. All rights reserved. 

Robo-Advisory for Banks

and Wealth Managers 

Enterprise-leading digital wealth management solutions.

Your digital transformation partner. 

Our digital wealth management modular platform helps financial institutions deliver superior customer experience. With our best-of-breed technology, we help banks, asset managers, and family offices to transform their online wealth management. 

Banks

  • White Label Robo

  • RoboPlanner for all your customers

  • Automated financial planning

Suitability: Banking, Asset Managers

Wealth Advisors

  • Client Relationship Management

  • Scalable comprehensive planning

  • Dynamic reporting

Suitability: Private Banking, Family Offices

 

HOW IT WORKS

Tell us your digital challenge

We tailor a digital solution

API implementation

Roll it out

Boost your bottom line

DIGITAL

Digitalise your wealth management solutions.

SIMPLE SETUP

Easy white label. 

Tailor to your own needs.

 

EFFICIENT ADVISORY

Lower acquisition costs and improves service to existing clients.

 

SUPERIOR DESIGN

Keep it simple.

Clients love it!

WEB AND MOBILE

Reach clients on any device - 100% digital!

HIGHLY COMPATIBLE

Integrate with any system.

 

LEAD THE DIGITAL TRANSFORMATION GAME

Simple customer profiling, risk assessment, and portfolio creation.

Transparent to your clients, digital-only solution, 24/7 access to their accounts.

Low-cost onboarding, dynamic reporting. Ultimately a much lower client acquisition cost. 

For your existing clients 

Digitalize product offerings

Cut advisory and operational costs

Up-sale and increase value per client

Acquire Future Clients

Reach younger demographics 

Lower your client acquisition cost

Reach fast-growing segment

Alex Perfect Circle.png

Alex Iskrenov

Co-Founder and CTO

  • LinkedIn Social Icon
Krasi Perfect Circle.png

Krasi Yuriev

Co-Founder and CEO

  • LinkedIn Social Icon