We help banks, wealth managers and other financial institutions within wealth management serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands. Our software workflow covers execution, advisory and discretionary mandates, and is compatible with private, professional as well as institutional investors. The software is delivered as a stand-alone solution or as an API.
Our platform can support your advisors and clients through different steps of investment advisory process, from client onboarding, to suitability assessment, ESG insights and generation of investment proposals.
To create a seamless workflow, we integrate with 3rd party systems that you already operate. We offer a wide scale of hybrid capabilities from pure human-led advisory solution to a self-service customer tool.