top of page
ProPort
The next generation of robo-advisor, RoboAd2.0, embodies and replicates the skills and knowledge of both human Portfolio Managers and Financial Advisors.
We can offer a wide range of products to complement our clients' existing investment assets and align with their values and preferences.
Profiling
The client's financial status and investment needs are ascertained through detailed questioning, and an investment plan is optimized using quantitative methods to achieve those needs
Portfolio Management
Like a real-life PM, each asset class uses its own unique quantitative methodology to efficiently achieve investment goals
AI/ML (Machine Learning)
Used to appropriately address downside risks
bottom of page