Technology enables a shift from the old paradigm of financial product for consumers, to digital investment solutions where new services and customization are the key overlay for (old) financial products.

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Delivering robo-advisory services. A new generation
APIs to design contemporary investment solutions.

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The financial technology of AdviseOnly
AdviseOnly can provide
any output of its financial
engine through modern
and non technologically
invasive solutions.
Financial data providers
Financial engines
Risk engine
Profiler
Advisory engine
Outputs
Investment tools
Investment portfolios
Risk estimatesFinancial institutions Blog Website
Network
Social + newsletter
Roboadvisory
Financial communication
APIAPI

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From individual needs to investment solutions
• Building wealth
• Additional income
• Retirement
• Bank accounts
• Mutual Funds
• ETFs
• Choosing an
investment goal
• Choosing time
horizon
• Choosing a coupon
• Personalized Alerts
Digital investment solution
• 100% online or digital + human
• Simple yet comprehensive interface
• Customization of the service
Solution
NEED Financial Products Digital
services
Continuos data
monitoring for
product intelligence
and customization
Data analytics
Financial products are a pure commodity, true innovation comes from combining
financial products with new digital services

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OUR TECHNOLOGY

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The IT architecture of AdviseOnly
Output level
Engine level
Data level
Control level
Input level
API (Restful - Stateless) - OAuth 2 Access Control
Risk Engine
Statistic and financials Rules
Advisor Engine
Advisor Rules
Pofiler Engine
Mifid Rules
Financial
Data
Scenario Profiles
Model
Portfolios
Data
Control
Scenario
Control
Profiler
Control
ETL Engine
Scenario
engine
External
Data
Real Time
Data Base
Financial
Data Base
User
Portfolios
Portfolios
control
Portfolios
report

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Going deeper
On the side of security, we comply with market standards of OAuth 2 protocol.
The degree of scalability in implementation of our APIs can go to the extreme of the
APIs engine substitution.
Our structure can deal with:
Our solution is based on a number of virtual machines based on Amazon cloud
services.
High Availability: the architecture
based on cloud server enable to
implement different paradigms of
high availability (HA) based on Load
Balance Servers as an administration
tool.
Scalability : we can easily
implement different types of
load balance to deliver a very
high degree of scalability both
in terms of performance and of
efficiency
Disaster Recovery: we can
support the concept of
disaster recovery using a
native method (also geo-
distributed).

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Financial engine stacks
Data fetching Batch calculation Real Time Service
Data acquisition from
info provider;
Data manipulation
and normalization;
Data storage and
logging of data errors
and anomalies.
Calculation of all risk and
performance data for
financial instruments and
investment portfolios;
Fixing of errors and
anomalies in the data
fetching;
Biographical and historical
data on financial instruments;
Biographical and historical
data on investment portfolios
Calculation on demand of ex-
ante portfolio risk
Algorithmic construction of
portfolios on demand