Automated wealth management

Edward is a fully automated asset management platform that integrates comprehensive financial planning with investment management. Offered through independent financial advisors as a portfolio management service, Edward leverages a unique 3-bucket portfolio mechanism to automate investment strategies in alignment with clients’ financial goals. This approach enables advisors to deliver highly personalized financial planning at scale, particularly for mass affluent clients. Launched in June 2020, Edward now serves over 35,000 clients with assets under management exceeding €600 million. It has become the leading platform by net inflows for the two largest Czech broker pools.