Bambu GO

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Bambu GO

Your own Robo-advisor
for US$99/month

Bambu GO is a ready-to-use digital solution for any financial
institution that wants to significantly increase its client base.

Bambu GO is a ready-to-use digital solution for any financial institution that wants to significantly increase its client base.

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Watch how
it works

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Who is Bambu GO for?

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

Your own low cost, ready-to-use Robo-advisor

Attract an untapped digital audience

Attract an untapped
digital audience

Reduce time & costs by automatically creating financial plans based on client's goals
Reduce time & costs by
automatically creating financial
plans based on client’s goals
Scale your business to a new client base
Scale your business
to a new client base
No technical knowledge required
No technical knowledge
required
Simple monthly subscription, cancel anytime
Simple monthly subscription,
cancel anytime
Attract an untapped digital audience
Attract an untapped digital audience
Reduce time & costs by automatically creating financial plans based on client's goals
Reduce time & costs by automatically creating financial plans based on client's goals
Scale your business to a new client base
Scale your business to a new client base
No technical knowledge required
No technical knowledge required
Simple monthly subscription, cancel anytime
Simple monthly subscription, cancel anytime

Simple. Adaptable. Affordable.

A digital solution for your business and your future clients.

  • When you sign up for Bambu GO, you get two platforms. One, an advisor platform to manage and launch your own robo-advisor. Two, a robo-advisor that your clients can access and engage with.
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.
Personalize your robo-advisor by customizing it with your own branding, preferred goals and model portfolio.
Capture leads information such as financial goals, risk tolerance, investment preferences, and contact details
Capture leads information such as financial goals, risk tolerance, investment preferences, and contact details
Smart leads filtering that prioritizes qualified investors
Smart leads filtering that prioritizes qualified investors
Easy-to-use platform to launch your own robo-advisor without any tech experience.
Easy-to-use platform to launch your own robo-advisor without any tech 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.
Goal-based planning tool to understand your client's financial goals and needs.
Financial plan generator to automatically create investment recommendation for your clients.
Financial plan generator to automatically create investment recommendation for your clients.
Get in touch with qualified leads to bring the financial plan to life.
Get in touch with qualified leads to bring the financial plan to life.

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.

Customize branding, investment goals and model portfolios

Capture leads information such as financial goals, risk tolerance, investment preferences, and contact details

Capture investor information such as financial goals, risk tolerance, investment preferences, and contact details

Smart leads filtering that prioritizes qualified investors

Capture investor information such as financial goals, risk tolerance, investment preferences, and contact details

Easy-to-use platform to launch your own robo-advisor without any tech experience.

Manage your platform and investor leads with the Advisor Dashboard

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.

Create an investor profile in seconds

Goal-based planning tool to understand your client's financial goals and needs.

Select an investment style and goals

Financial plan generator to automatically create investment recommendation for your clients.

Receive a personalized investment plan

Get in touch with qualified leads to bring the financial plan to life.

Schedule meetings with an advisor to bring an investment plan to life

The First Step To 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

Customizable robo-advisor to help you generate financial plans & capture leads at scale

Customizable branding, goals and model portfolio tools

CREATE YOUR OWN ROBO-ADVISOR NOW
CREATE YOUR OWN
ROBO-ADVISOR NOW
FULLY TRANSACTIONAL ROBO-ADVISOR
Be ready for a ridiculously low-cost,
pay-as-you-go Robo
Pre-built integration to a broker/custodian, payment gateway and KYC

Investment performance and portfolio rebalancing

Customizable branding, goals and model portfolio tools

Goal-based investment platform to capture more AUM

Coming Soon
Coming Soon

Take a look at our other solutions.

Visit bambu.co

Have burning questions?

Contact the Bambu Team.

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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