auto_awesome New: Introducing AI Builder

Build a Custom Investment & Robo Advisory Platform

Create compliant, intelligent investment management systems using DrapCode’s no-code builder—streamlined for financial advisors and end users alike.

Get Started Book Free Consultation

manage your work

Automated Investing Made Scalable

Modern investors demand smart, low-touch tools for goal-based planning, portfolio rebalancing, and risk analysis. With a custom-built robo-advisory platform, you can automate investment guidance and asset allocation without building from scratch.

Check our Integrations

Easy Planing

Smarter Advice with No-Code Tech

Using DrapCode, build intelligent dashboards, connect APIs for real-time pricing, and personalize investor journeys—all without a development team. Launch scalable, secure robo-advisory software for any asset class or audience.

Start The Conversation

Key Features of Robo-Advisory Platforms

Goal Tracking

Let users define goals and visualize progress with AI-powered financial projection and asset recommendations.

Automated Allocation

Use algorithms to auto-allocate funds across asset types based on risk profile and investment horizon.

Risk Profiling

Embed dynamic questionnaires to assess user risk appetite and adjust portfolio recommendations instantly.

Real-Time Sync

Connect to market feeds for pricing, NAVs, and stock changes, ensuring up-to-date portfolio performance.

Advisor Portal

Offer hybrid models where advisors monitor and adjust AI-led portfolios for select users or use cases.

Comprehensive Reporting

Generate downloadable reports showing returns, historical trends, and asset exposure—instantly and securely.

DrapCode is an easy-to-use no-code platform with a drag-and-drop interface, making it accessible for non-developers. The support team is highly responsive and dedicated to user success.

Joseph Young

President - Renew Hope And Healing

We partnered with DrapCode to develop our new Automated CRM using their low-code platform. Outstanding quality at half the price, unmatched speed, and excellent customer service.

Cal Goggans

Founder - A Custom Fit iNMotion

DrapCode stands out as the best. Flexible, scalable, and supported by an expert team. After 3 years on another tool, DrapCode is simply superior.

Cory Nation

President - Embark EMR

Our benefits

Why Build with DrapCode

Faster Deployment

Design and deploy investment platforms without months of custom development or third-party engineering.

Fully Scalable

Accommodate hundreds to millions of users with seamless cloud infrastructure and dynamic load balancing.

Embedded Finance Ready

Build with support for wallet, KYC, payments, and bank account integrations using prebuilt templates.

Security-First Design

Every DrapCode deployment includes secure user authentication, encrypted storage, and activity logging.

Real-World Use Cases

Real-Time Account Aggregation

Enable users to connect and fund investment accounts through Dapi Integration , offering instant transaction syncing.

Smart KYC & Risk Insights

Use Plaid Integration to fetch financial history and verify identity before generating AI-based investment suggestions.

Embedded Banking Integration

Integrate with Decentro Integration APIs to offer payments, payouts, and account validation within your advisory stack.

How to Launch with DrapCode

Define Architecture
Add Financial APIs
Deploy Robo Logic
Scale & Monitor

Schedule A Demo

Step - 1

Define Architecture

Choose between goal-based, hybrid, or direct advisory flow. Customize user journeys using DrapCode’s visual editor.

Step - 2

Add Financial APIs

Integrate with APIs for KYC, payments, market data, or tax reporting for a unified investment experience.

Step - 3

Deploy Robo Logic

Add logic blocks for portfolio allocation, alerts, rebalancing, and performance tracking—no code required.

Step - 4

Scale & Monitor

Launch confidently with built-in analytics, permission roles, and multi-region cloud deployment support.

Easy Planing

Expand Across the Wealth Tech Stack

Once live, your robo-advisory tool can connect seamlessly with other fintech solutions. Whether it is a Credit Card Portal or an Accounting & Invoicing Platform, DrapCode’s integrations ensure your data flows securely and automatically.

Get in Touch