Hybrid Platform for Investments
The Evolution of the Robo Advisory Business
Customers can choose between Quantitative and Qualitative Asset Managers, with a Human support to manage their behaviours
Risk Management is performed by DIAMAN Partners itself, supervising all Asset Managers' selections.
The Onboarding process is fully digitalized, through a Patent Pending Risk Assessment questionnaire in gamification (www.adeguatezza.com)
Asset Managers can invest in Equities, Bonds, ETFs, and Funds, but also in AIF, Hedge Funds and Crypto Related Products
The Customers are not only HNWI, Affluent and Retail clients, but also Crypto Investors which can move a portion of their crypto assets in a traditional management account in fiat currency to plan the retirement.
Bitcoin Blockchain for the Data Management
All the Customers Data, the KYC and AML documentation, agreements, decisions and advice documents are stored in the company database, in the repository and reserved clients area and they are fixed in the Bitcoin Blockchain through a daily Hash.
The process has actually been developed by a company of the DIAMAN group and it could be also sold through the PHI platform as separate service as it is required for all the financial institutions.