CAPABILITIES
Explore our skillset.
FINANCIAL PRODUCTS - WEALTH
Make investment accessible to all.
Private banking made digital. Help customers manage their money and build wealth over time with access to investment accounts, funds, and portfolio performance metrics backed by MiFiD-compliant knowledge and risk assessments.
AT A GLANCE
Future-planning and forecasting
Enable customers to set short-term savings goals and simulate future wealth projections with assumptions based on current fund allocations.
Automated savings and investment
Make saving simple with auto-invest and auto-save programs that track transaction patterns and automatically divert surplus funds.
Portfolio and performance insights
Empower customers to keep track of their portfolio performance with regular downloadable reports, clear percentage overviews, and easy-to-understand graphs.
Investment accounts and funds
Provide access to cash and trading investment accounts, preselected stocks and funds, and green EFT investment opportunities.
PAIR WITH
Additiv
Portagon
Finax
Go live in 4 months.*
Start building today.
Give us 30 minutes of your time, we'll show you what's possible from day one and beyond.
*Typical 18month lead time, reduced down to 4months scope dependent
