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BetaSmartz opens office in Hong Kong, bringing its smart robo to Asia

By Lisa Walls-Hester on 14th February 2017

BetaSmartz the business-to-business automated investment platform has announced it has opened new offices in Hong Kong.


BetaSmartz which offers hybrid digital investment or “robo-advice” that combines automated and face-to-face financial advice, for all sizes of investors, from institutional to retail, will run sales and service from the Hong Kong office, complementing its headquarters in Singapore.


The new office will help companies seeking sophisticated robo-advice solutions to launch or extend their businesses in Asia.


“Asia is the most exciting market globally for us,” said BetaSmartz founder John James. “Accessing sound financial advice here can be challenging if you have less than a million US dollars. Our digital advice platform enables banks and wealth managers to maintain their roles as the key relationship holder in delivering advice across their whole client base.”


BetaSmartz technology, based on six decades of Nobel prize-winning research and industry expertise, utilises a product agnostic approach to creating portfolios that equal the performance and sophistication of those of global fund managers. The open-architecture, cloud-based platform is flexible, scalable and efficient enough to suit institutions, adviser groups, pension funds and individual retail investors.


James said BetaSmartz aimed to be the global provider to those looking for a white-labelled solution. “By applying the institutional-grade techniques to a flexible technology platform, we’re democratising quality advice and opening access to top tier investment solutions.”


BetaSmartz portfolios utilise a wide universe of products, including active and passive funds, from around the world. The technology enables existing advice businesses the ability to better manage risk and compliance, retain clients and grow their businesses using an innovative out of the box solution.



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