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Digital platform for

investment advisory

Investment Advisory

Empower your advisors to seamlessly perform suitability assessments, 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.

of investor

Assessment

of investment plan

Analysis

seamlessly produced

Wealth plan

Robo Advisor

Launch your own Robo Advisory Solution to provide self-service and personalised investment advice. Reach a wider range of your customer base or even new segments like retail or mass affluent.

wealth management

Efficient

investment flow

Tailored

investor acquisition

Scalable

Latest

Order Execution

Distinguished by its extensive customization options, the order execution flow facilitates a smooth progression from order information to savings plan and auto-generated investment proposals.

It streamlines business processes such as face-to-face investment consultations, additions to existing savings plans, and compliant management of investors’ orders.

in order management

Efficiency

security in the investment process

Compliance

Investment Engine

At the heart of our platform is the Investment Engine. It empowers financial institutions like yours to tailor the system in alignment with your unique investment advisory approach. Designed as an API ecosystem, it not only supports our suite of applications but also drives your journey towards digital transformation in wealth management.

ecosystem

API

investment philosophy

Digitised

compliance by design

Integrated
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