ROBO - ADVISOR
We have developed a new cloud based portfolio management platform that will bring investors and portfolio managers together in a marketplace.The platform allows investors to use tools for determining their proper asset allocation, provide automated variance based (VbR) portfolio rebalancing, and provide all the necessary reports and documents. The name of the platform is derived from the service itself. Each minute of the trading day, the portfolio models are being analyzed. Advisor Firms will not be required to do anything but use a web based interface to manage what we call "Portfolio Models" and the platform will perform all trading activities automatically. Investors will be able to select the Portfolio Model of their choice within their asset allocation model of their risk tolerance analysis. Then each month the "Portfolio Model Manager" will be paid for the investment advisor fees based on the amount of assets coupled to their various Portfolio Models.