Products
Robo-Advisor
Automated investing, built for modern banks.
Slate Robo-Advisor enables banks and regulated fintechs to offer personalised, goal-based portfolios through a fully automated investment framework.
Delivered under your own licence and brand, the solution allows you to provide professionally managed investing in a simple and accessible way, without adding advisory overhead or operational complexity.
Slate powers the infrastructure. You retain full control of the client relationship and governance framework.
Robo-advisory becomes a foundation for long-term engagement rather than a one-off product.
Designed for scale and engagement
Goal-based investing and recurring contributions encourage long-term participation and disciplined behaviour.
Automation removes friction, making investing accessible to a broader segment of clients.
A scalable entry point into digital wealth
Stronger user retention and recurring activity
Growing assets under management over time
A natural pathway toward broader investment relationships
A simpler way for clients to invest
Many customers are willing to invest, but not to actively manage portfolios or make frequent decisions.
Slate Robo-Advisor turns investing into a structured digital journey. Clients define their goals, time horizon, and risk profile through a short, intuitive flow. Based on this information, a diversified portfolio is created and managed automatically over time.
Monitoring, rebalancing, and portfolio adjustments happen in the background, keeping investments aligned with the client’s objectives while reducing the need for ongoing intervention.
Built for regulated environments
Slate Robo-Advisor operates on the same institutional-grade investment infrastructure as the broader Slate platform.
Portfolio logic, allocation changes, and investment records are managed within a secure, auditable framework aligned with regulatory and governance requirements.
The experience is simple for clients, but robust behind the scenes.
Automated investing, aligned with institutional standards and built for long-term growth.
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