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.

Watch how
it works

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

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Attract an untapped
digital audience

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Reduce time & costs by
automatically creating financial
plans based on client’s goals
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Scale your business
to a new client base

No technical knowledge required

Simple monthly subscription, cancel anytime

Simple. Adaptable. Affordable.

A digital solution for your business and your future clients.

Advisor Experience

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

Investor Experience

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

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
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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

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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

Customizable branding, goals and model portfolio tools

Advisor dashboard to manage the platform and users, new investor leads and generate reports

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.