Compliance
Compliance handled seamlessly with our compliant and flexible flows.
Onboard clients faster
Onboard clients faster with automated risk profiling and suitable portfolio proposals.
Increase team efficiency
Faster conversions with instant wealth plan generation and on-the-go signing.
Engage clients
Enhanced client engagement through interactive charts and educational modules.
White-label solution
A white-label solution that fully reflects your investment approach and brand identity.
Self-Service Advisory
Launch digital flows and let your clients do self-assessment or launch your own robo advisor to provide personalized investment advice for your different segments.
wealth management
Efficient
investment flow
Tailored
investor acquisition
Scalable
Client Advisory
Empower your advisors to seamlessly perform suitability assessment, match investors with the right investment products, and accurately document the process. Enjoy a unified flow that’s engaging for both advisors and investors, without any compromise to your company’s investment philosophy and compliance rules.
of investor
Assessment
match offering
Products
instantly generated
Wealth plan
Investment Engine
At the core of our platform is the investment engine, allowing financial institutions to tailor processes to align with their unique investment advisory approach. Built as an API ecosystem, it supports our applications while helping you advance your digital transformation in wealth management
Ecosystem
API
Investment Philosophy
Digitised
Compliance
Integrated
