Launch your own
robo-advisory.
Stop referring clients to someone else’s platform. With Adviser, you get the same technology stack that powers large wealth managers — white-labelled under your brand, live in minutes, no developers required.
Robo-advisories cost millions to build.
Until now.
Building it yourself
A custom robo-advisory platform means hiring frontend, backend, and DevOps engineers. You need portfolio optimisation algorithms, brokerage API integrations, compliance workflows, and ongoing maintenance. Realistically you’re looking at $500K+ and 12–18 months before a single client can invest — and that’s just version one.
Launching with Adviser
Sign up, configure your brand and model portfolios, connect a brokerage, and share your investor portal link. Your clients see your name, your colours, your domain. They set goals, get risk-profiled, and start investing — all through your platform. You’re live in under a day, with the same capabilities that took the big players years to build.
A complete robo-advisory platform,
not a widget
Three integrated systems that together give you everything needed to acquire clients, manage their wealth, and execute trades — all under your brand.
Adviser Dashboard
Your command centre. CRM pipeline, client management, model portfolios, risk profiles, analytics, content publishing, lead capture, and a design studio to make it all yours.
Investor Portal
A white-labelled experience for your clients. They set financial goals, complete risk profiling, track portfolio performance, and manage recurring investments — all branded as you.
Wealth Engine
Portfolio optimisation (efficient frontier, Markowitz), automated rebalancing, performance analytics (MWRR/TWRR), Monte Carlo projections, fee accruals, and multi-brokerage order execution.
Build institutional-grade portfolios
PortfolioLab gives you the same optimisation tools used by quant desks. Define your investment universe, run efficient frontier analysis, backtest against historical data, and publish model portfolios that your clients invest into.
- Markowitz mean-variance optimisation
- Historical backtesting with return statistics
- Risk-return cluster segmentation
- PDF factsheet generation per portfolio
Goal-based investing your clients understand
Retirement, education, home purchase, or custom goals — clients pick a target, set a timeline, and see Monte Carlo projections showing their probability of success. The platform recommends contribution amounts and flags when goals need attention.
- Pre-built goal templates (retirement, education, house deposit)
- Monte Carlo probability projections
- Automatic contribution recommendations
- Real-time progress tracking for clients
Run your entire firm from one dashboard
Track AUM, revenue, and client health in real time. Manage your pipeline from lead to active client. Get rebalancing alerts, publish content, capture leads, and monitor analytics — without switching between five different tools.
- Real-time AUM and revenue KPIs
- Full CRM with deal stages and pipeline tracking
- Automated rebalancing alerts and drift detection
- Blog, resources, and lead capture forms
- Visitor analytics, UTM tracking, and conversion metrics
Four steps to your own robo-advisory
No infrastructure to provision. No developers to hire. No months of waiting.
Brand It
Upload your logo, set your colours, connect your domain. The Design Studio makes every client-facing surface look like it was built by your team.
Build Portfolios
Use PortfolioLab to construct and backtest model portfolios. Define risk profiles and map them to your strategies.
Connect a Brokerage
Plug in your preferred brokerage partner. We handle order routing, settlement tracking, and payment collection.
Onboard Clients
Share your portal link. Clients self-onboard — goal selection, risk profiling, KYC — and start investing through your robo-advisory.
Build vs. Buy
| In-House | With Adviser | |
|---|---|---|
| Time to launch | 12–18 months | Under a day |
| Upfront cost | $500K+ | $0 |
| Engineering team | 5–10 people | None |
| Portfolio optimisation | Build from scratch | Built in (PortfolioLab) |
| Brokerage integrations | 6–12 months per connector | Pre-built connectors |
| White-label branding | Custom dev required | Design Studio, 5 minutes |
| Compliance & audit | Build yourself | Built-in audit logging |
| Ongoing maintenance | $200K+/year | Included |
Scales with your practice
Start free. Upgrade when your AUM grows. No setup fees, no lock-in.
Starter
For advisers launching their first robo-advisory.
- Up to 25 clients
- 3 model portfolios
- Investor portal
- Risk profiling
- Goal-based planning
- Community support
Professional
The full robo-advisory stack with your branding.
- Unlimited clients
- Unlimited portfolios
- Full white-label branding
- Custom domain
- CRM & pipeline
- PortfolioLab optimisation
- Lead capture & content
- Priority support
Enterprise
Dedicated infra and custom integrations.
- Everything in Professional
- Multi-brokerage routing
- Dedicated infrastructure
- Custom integrations
- SLA & uptime guarantee
- Dedicated account manager
They launched. So can you.
I went from managing everything in spreadsheets to having my own branded robo-advisory in a weekend. My clients think I hired an engineering team.
The rebalancing engine alone saves me five hours a week. I used to dread quarterly reviews — now the platform handles the heavy lifting and I focus on the conversation.
Goal-based investing made our client conversations better overnight. People get it when they see a progress bar toward their child's education fund — on a portal with our name on it.
Common questions
It means you get a fully functional robo-advisory platform — investor portal, portfolio engine, brokerage execution — running entirely under your brand. Your clients see your name, your logo, your domain. They never know ThinkingWealth exists.
No. Everything is configured through the adviser dashboard — branding, portfolios, risk profiles, content. Most advisers are live within a day without writing a single line of code.
Yes. Once you connect a brokerage partner, clients can fund their accounts, set up recurring investments, and track their portfolios through your branded portal. You control which model portfolios they can invest in.
India and GCC markets today, with brokerage connectors for equities, mutual funds, and multi-asset portfolios. The platform itself is currency-agnostic and new markets are on our roadmap.
Our architecture is connector-based. We have production connectors for multiple brokerages, and new connectors can be built to your custodian's API on the Enterprise plan.
Portfolio tools handle one piece of the puzzle. Adviser is the entire stack — client acquisition (CRM, lead capture, content), wealth management (portfolios, rebalancing, projections), and execution (brokerage integration, order routing). It's not a tool; it's the platform your robo-advisory runs on.
Upgrade to Professional for unlimited clients and full white-labelling, or Enterprise for dedicated infrastructure and custom integrations. No migration needed — your data and configuration carry over seamlessly.
Your robo-advisory.
Your brand. Live today.
Join advisers across India and the Gulf who stopped referring clients to someone else’s platform and built their own.