WealthKernel and Bambu team on no-code robo-advisor tech

The partnership marks the launch of Bambu GO, a ready-to-use Robo-advisor technology designed for financial institutions.

The new no-code, customisable Robo-advisor technology will enable financial institutions such as IFAs, Wealth Managers and Asset Managers to launch solutions tailored to their brand, portfolios and investment objectives.

Bambu GO is a comprehensive Robo-advisor technology solution that comes integrated with WealthKernel’s onboarding, Know Your Customer (KYC), account types, custody and investing infrastructure.

With this partnership, clients of WealthKernel and Bambu can combine the expertise and technology of both companies to build a Robo-advisor customised to their branding and needs.

Robo-advisors play a pivotal role in democratising wealth management and are beneficial for investors and financial institutions. Solutions like Bambu GO help significantly cut build time and costs by automating routine investing tasks such as suitability, account opening, depositing and choosing investments. With this new launch, businesses will be better positioned to serve clients and attract a digitally savvy customer base.

Karan Shanmugarajah, CEO of WealthKernel, says “The new partnership strengthens our commitment to empower financial institutions and provide the building blocks for a better, more innovative wealth management industry. With the help of Bambu, WealthKernel aims to harness the potential of Robo-advisors in revolutionising how businesses connect with their clients.”

Ned Philips, Founder & CEO of Bambu, says “Every financial advisor needs to serve their clients with Digital Wealth. Digital Wealth has always been complex. With Bambu and WealthKernel coming together, the challenges of understanding technology and finding a budget have been removed. This means it is now economical for the financial advisor to serve all sectors of the market, digitally.”