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.
