Merlin enables financial institutions to maximize profitability by fostering a confident and knowledgeable retail investor base, driving engagement and investment activity.
Gain new customers with innovative solutions that encourage participation and fuel financial growth.
Enhance deposits and long-term value thanks to a skilled and loyal community of retail investors.
Increase commissions through users education, leading to more investments and greater revenue.
Empower your customers with a seamless financial journey. Help them unlock their full potential with intuitive WealthTech solutions designed for everyone. Enable easy and conscious investing—all in one place.
Embed seamlessly, deploy quickly, and cut costs to go live. Access plug-and-play setup, tailored customizations, scalable architecture, and expert support for smooth rollout. All you need to hit the market, help customers invest with confidence, and profit from their success.
Learn more about our company and how we’re shaping the future of retail investing. Explore the vision behind our technologies, driving success for our partners and their clients.
Yes. You can choose the products that fit your needs and target audience. There’s no need to take the whole suite if you don’t want everything. Each workspace works independently or can connect with others. It’s your call to decide how much you want to enhance your clients’ journey and investment experience, giving you full control over the solutions you implement and how they align with your objectives. This approach also offers flexibility to scale your product offering over time.
We stand out by offering unlimited customization to create products that fully meet our clients’ needs. Customizations are available for both backend and frontend. You can choose functionalities, contents—such as asset classes and widgets—and appearance, all crafted to perfectly match your app’s look, product offering, and customer journey. We’ll tailor everything for you and deliver the final solution for seamless integration.
Yes. All our products are available for both desktop and mobile applications, ensuring your clients have the best level of accessibility based on their preferences. Contents and functionalities are exactly the same across both platforms, optimized for the best user experience on each device. Additionally, they synchronize instantly, so no matter where your clients access the technology, they’ll always find everything updated, everywhere.
No, our products are designed to be flexible for both independent and wealth-managed clients. They can be customized to adjust or limit functionalities based on the type of user. For independent investors, all features can be enabled to deliver a fully autonomous experience. For wealth-managed clients, they are deployed as a client-portal solution, allowing users to review investment opportunities, understand risks, and analyze the performance of their portfolio managed by the bank.
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