Cloud Comparison Engine for Professional Advisors
- DTC’s patented comparison engine incorporates multiple risk factors and parameters, in a manner your clients can completely personalize.
- Your clients are enabled to score and rank thousands of investment choices, using weighted blends of multiple performance parameters.
- Your clients can now objectively improve their investment selections and portfolio creation without the sales pressure of mass marketed financial products.
APIs for Robo Advisors
- Communicate with an API that incorporates multiple performance factors based on the personalized preferences of your clients.
- Leverage DTC’s APIs to comparatively score and rank thousands of investment choices based on historic performance.
- Periodically access the APIs so your clients can continue to evaluate their investment choices against the top scoring alternatives in each asset class.