RAFA Robo by Active Asset Allocationrafa_admin2018-04-17T09:05:37+00:00
RAFA, the Robo Allocator for Advisors
Always at your best
Allows you to focus on your strong point, your relationship with the investor!
RAFA is your support to define and simulate the investor’s saving goals, to guide the impact of their choices while determining their chances of success, allowing the investor feel their saving’s choices.
At every moment!
Each client becomes a (finally!) VIP
With RAFA, you offer bespoke portfolios tailored to client’s life plans and risk appetite.
These portfolios are flexible and adapt to market conditions to maximize the chances of success.
Is there life without Euro Funds (or partially) ?
Yields on Euro Funds are plummeting and access has become more and more limited. RAFA focuses less on European Funds and more on international markets.
What does this mean for the investor ? More efficiency in the long term with higher risk control.
Ensuring Compliance and being proud of it
Complying with ever changing and increasing regulations is not easy! RAFA is a profiling tool which also reports and archives the advice given to investors.
Les paramètres des cookies sur ce site sont définis sur « accepter les cookies » pour vous offrir la meilleure expérience de navigation possible. Si vous continuez à utiliser ce site sans changer vos paramètres de cookies ou si vous cliquez sur "Accepter" ci-dessous, vous consentez à cela.