Automated Investment Management for Philippine Brokerages
80% of clients turn passive or simply give up! Vini Platform delivers intelligent automated investing that can scale up to convert and handle thousands of dormant accounts. Built specifically for the Philippine market, our robo advisory solution helps brokerages serve more clients with personalized investment recommendations.
Key Features
Everything you need to power your robo advisory solution
Digital Onboarding
Streamline client onboarding to reduce friction and accelerate activation.
Automated Rebalancing
Smart algorithms continuously monitor and rebalance portfolios to maintain optimal asset allocation.
Theme-Based Investing
Built for passive investors looking for sector and strategy allocation instead of high volatility stock picking.
Backroom Integration
Direct integration with your backroom software and operations
How It Works
Get started with Vini Robo Advisor in four simple steps
Identify Target Market
Check for underserved markets and create portfolios that matches their need.
Portfolio Construction
Use our models or custom make portfolios based on investment thesis and themes.
Backroom Integration
Deploy front and back end system for continuous monitoring, rebalancing, and backroom syncing
Easy Self Service Platform
Clients can access their portfolios via your branded web app and send instructions like new deposits, transfer funds and withdrawal requests
Ready to implement robo advisory?
Get in touch with our team to learn how Vini Robo Advisor can help drive growth.