Launched in 2011 AO is an investment advice hub created to help savers of any level of wealth and financial expertise to make better financial decisions. AO is not just a look and feel front-end company; our platform stands on proprietary FinTech engines (profiling, engagement, risk analytics and Asset Allocation).
PensaciOggi is an Italian mutual fund designed and managed by Zenit sgr through an entirely made digital proposition strategy, sold by Zenitonline. Virtual B is the fintech advisor of the whole project, we designed and co-manage the fund and the digital distribution platform.
The first roboadvisor launched by a retail bank in Europe in 2016. CheBanca! has adopted the psychological section of our profiling questionnaire to foster engagement on users. The questionnaire is based upon our proprietary algorithm developed in partnership with a team of cognitive psychologists (University of Turin).
Part of Banca Ifigest SpA business group, Fundstore runs Ifigest online retail operations. Acting as an italian mutual funds supermarket and distributing more than 5,000 different funds, it is currently the largest italian marketplace in this sector.We have created and managed on a daily basis (including periodic rebalancing) 4 different portfolios, any of which is divided in 4 sub-portfolios (according to risk profile and time horizon).