Enterprise-leading digital wealth management solutions.
Your digital transformation partner.
Our digital wealth management modular platform helps financial institutions deliver superior customer experience. With our best-of-breed technology, we help banks, asset managers, and family offices to transform their online wealth management.
White Label Robo
RoboPlanner for all your customers
Automated financial planning
Suitability: Banking, Asset Managers
Client Relationship Management
Scalable comprehensive planning
Suitability: Private Banking, Family Offices
HOW IT WORKS
Tell us your digital challenge
We tailor a digital solution
Roll it out
Boost your bottom line
Digitalise your wealth management solutions.
Easy white label.
Tailor to your own needs.
Lower acquisition costs and improves service to existing clients.
Keep it simple.
Clients love it!
WEB AND MOBILE
Reach clients on any device - 100% digital!
Integrate with any system.
Simple customer profiling, risk assessment, and portfolio creation.
Transparent to your clients, digital-only solution, 24/7 access to their accounts.
Low-cost onboarding, dynamic reporting. Ultimately a much lower client acquisition cost.
For your existing clients
Digitalize product offerings
Cut advisory and operational costs
Up-sale and increase value per client
Acquire Future Clients
Reach younger demographics
Lower your client acquisition cost
Reach fast-growing segment