Robo Advisory

TradeSocio NewUX Investor Experience

Robo Advisory is the digital wealth advisor module. You can build personalized investment plan and open an allocation that matches your individual risk profile.

To access the Robo Advisory module click on Robo Advisory item from the top main menu bar.

You can start building your individual investment plan straight away. Choose your primary goal for investing from the list or name it yourself.

By creating a Robo Advisory allocation you will invest in shares of the basket fund by opening a multiple trades on the specific products included in the basket.

The amount of shares bought for each product will depend on the amount of your investment and the current prices. You will be able to stop and edit your allocation at any time.