Help investors to choose and access multiple sources based on their own interests and values. Show a personalized market view tailored to their preferences. Simplify research and navigation to uncover insights and inspire decisions.
Enable customers to create multiple portfolios, no matter the asset class or experience level. Assist in comparing risks and performance across different alternatives to build confidence along the way. Provide easy portfolio rebalancing with just one click.
Give users full confidence and control over their investments. Support seamless risk analysis, performance tracking, and portfolio management. Offer endless possibilities to analyze results and manage risks effectively.
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.
Be the first to know about our latest updates, exclusive offers, and more.
English
