Deep Alpha Platform

1min

Deep Alpha Platform (DAAP) offers four digital advisory processes that are built as independent services:

  • Investment Advisory
  • Discretionary Mandate
  • Order Execution
  • Authorized Robo Advisory

Advice flows on Deep Alpha Advisory Platform allow advisors to provide advice and execute on orders. Advice flow for investor's self service enables investors to receive advice independently on an embedded web-app interface.

Investor's self service advisory can be implemented as the prior step to gather insights from the investors before advise session with the advisor.

Advisory flows are designed with excusite customizable interface and visual graphs to enable interactive advisory process. Advice Flows are using the Advice Engine which is configured to support your investment philosophy and investment platforms.

Advice Management flows follow compliant-by-design methodology. Each advice flow is built to provide the high degree of customisation options.

ο»Ώ

ο»Ώ

ο»Ώ

Updated 05 Jan 2024
Doc contributor
Doc contributor
Did this page help you?