Flexibility for any solution, in any market
It only takes a few minutes for your customers to define their objectives and complete the risk assessment that will help find the optimal portfolio.
Taking into account their personal situation and preferences, we will recommend the investment product that best suits your customers' needs.
Customers can edit the configuration of their plan or create additional portfolios to align their investment objectives with important life events.
Portfolios are rebalanced automatically to stay in line with customers' objectives and they can track its progress at any time in the app.
Customers can browse through collections or get inspiration from the community to find the best opportunities on the market.
Keep an eye on the most promising companies and be ready for the right moment to invest.
Let customers relax and put their phone down, the app will notify them when the desired price is reached.
They can execute their plan with fractional shares, limit orders, stop-loss orders and other strategic options.
Retain the crucial human touchpoints and onboard clients alongside automated processes to make onboarding easier and more efficient.
The proposition slots right in with pre-existing technology and partners thanks to blueprinted APIs.
Offer clients access to a wide asset universe when tailoring their portfolio to meet objectives.
Intuitive performance dashboards allow clients to check on the development of their investments at any time, building trust through transparency.
The modularity of the Platform gives you full flexibility to build automated investment propositions for your customers whilst allowing you to achieve key business objectives.
Drive revenue by cross-selling and upselling new propositions and adding impactful features to generate engagement.
Drive better customer retention and attract new audiences by giving them the tools to take full control of their investment plans in one place.
Allow your customers to take control by building portfolios to match their preferences, values, and bespoke risk profile.