Customers can track their favourite companies, trade fractional shares and build their own investment portfolio in just a few simple clicks.
Support them in building and refining their investment strategy with watchlists and alerts.
Enable seamless execution of trades with real-time pricing and fractional dealing.
Deliver portfolio insight and analytics to support their investment journey.
Increase your customers’ ability to save and enable them to effortlessly take their first steps into investing with AI-powered tools. From round-ups to retirement planning, helping your customers achieve their goals has never been easier.
Propose the right product for their unique goals.
Engage users with helpful tools and nudges.
Identify new opportunities for cross-selling and up-selling.
Empower your customers to put their investments on auto-pilot. This fully digital experience builds and manages portfolios, giving you the flexibility to offer a set of model or individual and themed portfolios. With full automation across the entire value chain, customers get a totally seamless investment experience.
Automatically build portfolios to match their risk profile.
Manage their investments daily to give them peace of mind.
Engage them with in-depth portfolio analytics.
Enable your customers to plan for key life stages and events using simulation and forecasting, and help them reach their goals with an adjustable, automated portfolio.
Analyse each customer’s situation with existing information.
Engage users through personalised goal-setting.
Provide recommendations to help them reach their goals.
Flexibility is key. With AWS and Microsoft Azure deployment options we cover the largest cloud providers used in the banking industry.
Military-grade encryption algorithms such as AES-265 are used to store sensitive data. Security cryptographic functions like PBKDF2 recommended by NIST are used throughout the platform.
The Platform is used by clients regulated by the FCA, FINMA and other financial regulators worldwide and built on market leading cloud platforms, with the highest security certifications and standards.
The Nucoro Platform can efficiently run propositions and services of any size. Its horizontal-scaling allows it to adapt automatically to extremely high loads.
The modularity of the Platform gives you full flexibility to build all types of money management propositions for your customers.
Through a best practice, open API structure, the platform is built to easily connect to your core banking system, custodian platform, existing applications or standalone client experiences.