Digital platform for
investment advisory
Investment Advisory
Empower your advisors to seamlessly perform suitability assessments, match investors with the right investment products, and accurately document the process. Enjoy a unified flow that’s engaging for both advisors and investors, without any compromise to your company’s investment philosophy.
of investor
Assessment
of investment plan
Analysis
seamlessly produced
Wealth plan
Latest
Order Execution
Distinguished by its extensive customization options, the order execution flow facilitates a smooth progression from order information to savings plan and auto-generated investment proposals.
It streamlines business processes such as face-to-face investment consultations, additions to existing savings plans, and compliant management of investors’ orders.
in order management
Efficiency
security in the investment process
Compliance
Investment Engine
At the heart of our platform is the Investment Engine. It empowers financial institutions like yours to tailor the system in alignment with your unique investment advisory approach. Designed as an API ecosystem, it not only supports our suite of applications but also drives your journey towards digital transformation in wealth management.
ecosystem
API
investment philosophy
Digitised
compliance by design
Integrated
