Automate Onboarding

Create a sign up system that works for you and your clients. We can help build a platform that automates data entry, signing documents, and account creation for your clients.

Intelligent Portfolio Recommendations

Use your firm’s current portfolio recommendation formula at scale. We will build an automated portfolio recommendation system that doesn’t need advisor input for each client. 

Use Your Custodian

Our team will help integrate the robo advisor with your current custodian so you won’t need to significantly modify internal processes, retrain staff, and move existing AUM.

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What we've built for customers like you.

Insight into our process, what we've learned and how we've built robo advisors successfully.

Drip Financial

Drip Financial wanted to develop a robo advisor for iPhone that would make it easier for millennials to save and invest money. We were brought in during the ideation phase of the company and tasked with designing the UX/UI, architecting the complete technology stack, developing the application, and integrating with TD Ameritrade.

See What We Did

Our robo advisor development process.

Choose a platform: web or mobile app.

We begin by understanding your goals and target audience for the robo advisor. We use this information to recommend if you should build a mobile app or web app first.

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Design a robo advisor that is intuitive to use.

Financial systems require users to enter copious amounts of information and sign a variety of documents while creating an account. That’s why we deeply focus on design. Our team works closely with you to create an interface that won’t frustrate users and manage expectations.

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App Development Timeline
App Development Timeline

Code the robo advisor and integrate with your custodian.

It’s time to start creating the architecture and building the software that will become your robo advisor. Our team works to write robust code that will scale with your growth. We integrate with your existing custodian so you won’t need to significantly modify back office operations.

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Quality assurance and launching  your robo advisor online.

We continuously test the robo advisor for bugs to reduce the likelihood of a mission critical system not working on launch. Once everything is ready, we will take the system online for you and provide post-launch support.

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App developer working in Los Angeles

Are you ready to get started?Let's talk today.

On the fence? Unsure of development lingo and strategy? Don’t sweat the small stuff. Send us a message or call now to have a conversation with one of our experts.