Robo-Advisory

The Robo-advisory component enables automatic use of recommendations immediately after they are published. Professional experts and managers run their model portfolio with recommended orders that are executed in the accounts of their clients within milliseconds. Robo-advisory eliminates one of the fundamental disadvantages of the recommendation, which is the time that typically elapsed between issuing a recommendation and using it. When you are at a meeting, in travel or dealing with other important matters, Exeria will make sure you place an order according to your instructions. It is enough to configure the level of risk once, and all the rest of the processes will be carried out automatically. The service is also very convenient for recommendation providers - it is enough to publish a stock exchange order, which is to be automatically executed on the accounts of the recipients. The creator of the recommendation distribution channel also decides on the mode of selecting the transaction unit by the subscriber. In the "multiplier" mode, the subscriber determines the value by which the recommendation author's transaction units are to be multiplied, while in the "risk" mode, he determines the amount of money he wants to risk with each transaction. Using the Robo-advisory component is possible on all versions of the Exeria platform (computer, tablet, phone). The component can be added by clicking (+) in the upper right corner of the platform. The default will open in the middle window. Less experienced investors, using only recommendations, can use a simple version of Exeria containing only the Robo-advisory component and components informing about orders and positions.