Robo-advice platform powers financial advice firm Collins House

Robo-advice platform powers financial advice firm Collins House

Robo-advice platform Clover.com.au has entered an agreement to provide proprietary online financial advice and wealth management technology to private wealth firm, Collins House.

Clover chief executive officer and co-founder, Sahil Kaura, said the platform would algorithmically assess information provided by customers to determine if a managed discretionary account (MDA) service was appropriate on a case-by-case basis.

Where a MDA service is deemed appropriate, each user would receive a recommended investment program, documented within a statement of advice.

“We’ve developed the technology to take the flexibility and transparency of a MDA service beyond self-managed superannuation funds and high net-worth individuals and make it available to a much wider range of investors.”

 

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Source: Robo-advice platform powers financial advice firm Collins House | Money Management

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