Bambu GO

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Bambu GO

A Ready-to-launch Robo-advisor for $499/month

Bambu GO is the world’s first SaaS-based Robo-advisor with full transactional capabilities,
customisable to your products, portfolios, personalized branding, and much more.

Bambu GO is the world’s first SaaS-based Robo-advisor with full transactional capabilities, customisable to your products, portfolios, personalized branding, and much more.

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Who is Bambu GO for?

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Financial Advisors, Banks, Brokerages, Asset Managers, and Neobanks that target mass retail investors.

Discover the benefits of Bambu GO

Ready-to-launch solution coming with pre-integrated custody, KYC and onboarding
Ready-to-launch solution
coming with pre-integrated
custody, KYC and onboarding
Ready-to-launch solution coming with pre-integrated custody, KYC and onboarding
No additional customisation costs
with your own branded, personalized
& configurable Robo-advisor
Ready-to-launch solution coming with pre-integrated custody, KYC and onboarding
Seamlessly acquire & digitally
onboard Investors to scale
your existing business & AUM
Ready-to-launch solution coming with pre-integrated custody, KYC and onboarding
Ready-to-launch solution coming with pre-integrated custody, KYC and onboarding
No additional customisation costs with your own branded, personalized & configurable Robo-advisor
No additional customisation costs with your own branded, personalized & configurable Robo-advisor
Seamlessly acquire & digitally onboard Investors to scale your existing business & AUM
Seamlessly acquire & digitally onboard Investors to scale your existing business & AUM

No technical knowledge required

Simple monthly subscription, cancel anytime

Simple. Customizable. Fully transactional.

A Robo-advisor solution for your Advisors and Investors

  • Bambu GO combines two platforms designed for both the Advisor and the Investor. The Advisor platform comes packed with customizable features, tailored to your specific business needs. Additionally, the Investor platform provides your customers with a fully transactional, goal-based Robo-advisor experience.
Investor Experience

Personalized robo-advisor to help generate financial plans for your client’s goals and capture leads at scale.

Easy investor onboarding to capture your client's profile information.
Easy Investor onboarding to capture your client's profile information
Goal-based planning tool to understand your client's financial goals and needs.
Risk profiling and goal based investing for the Investor’s financial goals and needs
Financial plan generator to automatically create investment recommendation for your clients.
Goal simulation and monitoring
Get in touch with qualified leads to bring the financial plan to life.
Investor KYC and transactional goal funding
Advisor Experience

Instantly launch your robo-advisor in a few easy steps.

Personalize your robo-advisor by customizing it with your own branding, preferred goals and model portfolio.
Onboard with the broker/custodian via the advisor dashboard
Smart leads filtering that prioritizes qualified investors
Personalize the platform by customizing it with your own branding, preferred goals & model portfolios
Capture leads information such as financial goals, risk tolerance, investment preferences, and contact details
Deploy & market your solution to an unlimited Investor audience
Easy-to-use platform to launch your own robo-advisor without any tech experience.
Track investor's financial goals, risk tolerances and investment preferences

Personalized robo-advisor to help generate financial plans for your client’s goals and capture leads at scale.

Easy Investor onboarding to capture your client's profile information

Easy Investor onboarding to capture your client's profile information

Risk profiling and goal based investing for the Investor’s financial goals and needs

Risk profiling and goal based investing for the Investor’s financial goals and needs

Goal simulation and monitoring

Goal simulation and monitoring

Investor KYC and transactional 
goal funding

Investor KYC and transactional 
goal funding

Instantly launch your robo-advisor in a few easy steps.

Onboard with the broker/custodian via the advisor dashboard

Onboard with the broker/custodian via the advisor dashboard

Personalize the platform by customizing it with your own branding, preferred goals & model portfolios

Personalize the platform by customizing it with your own branding, preferred goals & model portfolios

Deploy & market your solution to an unlimited Investor audience

Deploy & market your solution to an unlimited Investor audience

Track investor's financial goals, risk tolerances and investment preferences

Track investor's financial goals, risk tolerances and investment preferences

Launch Your Own Robo-advisor

Choose a plan to get started

NON-TRANSACTIONAL DIGITAL
LEAD ENGAGEMENT TOOL
us$ 99
per month
cancel any time

Advisor dashboard to manage the platform & digitally capture qualified leads

Non-transactional Robo-advisor for your Investors to help generate financial plans & capture leads

Customizable branding, goals and model portfolio tools

Available Globally

Configure for free
FULLY TRANSACTIONAL
ROBO-ADVISOR
us$ 499
per month
cancel any time
Pre-built integration with our broker/custodian partner WealthKernel, payment gateway & KYC

Auto-rebalancing into your model portfolios

UK launched!
Additional regions coming soon!
Configure for free

Take a look at our other solutions.

Visit bambu.co

Have burning questions?

Contact the Bambu Team.

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Frequently asked questions

Why should I use Bambu GO?

Bambu GO is designed for financial advisors wanting to reach and engage prospective clients digitally.


Bambu GO can also help advisors:

  • Know more about their client’s financial situation and goals
  • Automatically generate financial plans for their clients
  • Capture client’s contact details for follow-up

Which company is behind Bambu GO?

You may have guessed–it’s Bambu! We are a wealth-tech company based in Singapore. We have built solutions for leading financial institutions worldwide, such as Franklin Templeton, HSBC, Standard Chartered, Vestwell, and Principal Asset Management.

For more info about us, visit our company website.

Can I try before I subscribe to Bambu Go?

Sure you can! Start by creating an account here.

I'm sold, where do I sign up?

Thank you! Please sign up here.

What's the cost to use Bambu GO?

Bambu GO Connect costs US$99 per month. No hidden fees whatsoever.

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