Bambu

BETA VERSION

READY-TO-GO robo

A Turn-Key SaaS Robo-Advisor Platform That Requires Zero Development Or Integration

no coding required ⚡️

Now it’s even easier to bring digital experiences to your clients with Bambu’s plug and play solution.

Revolutionize Your Business With The World’s First And Only Turn-Key Robo-Advisory Platform

Just a few clicks, and next thing you know, you’ll be releasing a webpage that makes savings and investment for your clients more convenient than ever before!

watch how it works      

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Who is

for?

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Why Do You Need a Robo?

Build a robo platform effortlessly and introduce portfolios

Receive hassle-free technology that requires no development or integration

Rapidly scale, enter new markets and increase AUM

Automate manual processes immediately, saving you time to focus on other responsibilities

Features

Retirement – Allows you to have an Individual Retirement Account (IRA) and a taxable investment account

Rebalancing – Monitor investment performance with our rebalancing algorithms

Goal-based investment – Helps you focus on achieving your life aspirations and keeps you on track

How It Works in 5 Minutes

Our system allows you to design your portfolios with a set of available investment types and classes (based on their return and risk).

Apply company assets, such as a logo, fonts, and colors, to enhance the overall interface.

Customize a series of risk questions for client completion that matches their profiles.


Publish your bespoke platform and invite your customers and burgeoning prospects to begin their investment journey with you.

Sit back, relax, and enjoy the show! Monitor your clients’ investment progress.

Simple and Competitive Pricing Model

Coming soon…

Do You Need More Features?

Our team can build a fully customized robo experience for your organization.