Get in touch with our sales and support teams for demos, onboarding support, or product questions.
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.
Absolutely. Our solutions are designed to support both retail investors directly and wealth managers in their portfolio management activities. The same planning, testing, and analysis capabilities can be customized to fit the needs of wealth managers when building, monitoring, and rebalancing their clients’ portfolios. They can consolidate and access all client positions on a single platform, spot differences, track risk, analyze performance, and build or test new investment ideas.
We offer multiple alternatives to meet different clients’ expectations. The approach may vary depending on the products you choose. Overall, we aim to balance flexibility in embedding the solutions within the customer journey, the workload on your end, time to market, and project cost. APIs for seamless portfolio data exchange, iFrame for embedding the complete application with minimal effort, and SDKs for tighter UI control and custom workflows, are all options we can support.
We leverage Amazon Web Services (AWS) to provide a secure, scalable, and compliant cloud environment for financial institutions. We enforce strict data protection, including encryption at rest and in transit, and pseudonymization to safeguard data. AWS’s global certifications, high-availability infrastructure, and distributed data centers ensure security, privacy, regulatory compliance, and GDPR adherence—delivering a solid foundation for our solutions in banking environments.
Your data is hosted on a dedicated cloud server in the country of your choice, managed through exclusive AWS services. Each bank receives a tailored AWS environment, ensuring control over storage and compliance with local data residency requirements. This keeps your data fully isolated from that of other entities, enhancing privacy and security. AWS’s high-availability infrastructure, with redundancy and backup systems, further reduces the risk of downtime or data loss.
Yes. Merlin has been designed to help anyone, no matter their level of experience, become a confident investor by mastering investment planning, managing risks, and analyzing performance—key steps in building long-term wealth. Trading platforms focus on buying and selling assets, but that alone isn’t enough to succeed. That’s why we created Merlin as a set of intuitive, easy-to-use tools that complement trading platforms and help everyone invest like the experts.
Merlin supports different ways for you to learn about investing on your own terms and discover investment ideas. In the Inspiration and Market sections, you can monitor the latest trends and access content from various sources so you can focus on what matters to you. You can also explore our blog, subscribe to our newsletter, or dive right in by building, simulating, and analyzing different portfolios to build confidence before start investing.
Merlin is a free tool with basic features available at no cost. As you build confidence in your investments and your goals evolve, you can easily upgrade to a paid subscription to enhance your journey. We offer a variety of packages designed to match different levels of experience and requirements. This flexibility allows you to access more content and advanced tools whenever you’re ready, ensuring Merlin adapts to your growing skills and needs.
Yes, you can switch between plans at any time. If you upgrade to explore new features and later decide you don’t need them, you can easily downgrade. The change will take effect on your next renewal date, and until then, you’ll retain access to the features of your current plan. You can switch again whenever needed—our goal is to give you the flexibility to use what works best for you, helping you grow your skills and gain confidence at your own pace.
No, Merlin is not a trading platform, so you cannot use it to buy and sell assets. Our solutions were envisioned as the perfect companion for your trading platform, designed to handle all the other aspects of conscious investing. You can use them to find inspiration for your investments, build and test multiple portfolios, analyze risks, and track performance. Merlin is meant to equip you with all the tools you need to plan and manage investments in the right way, helping you build wealth that lasts.
Yes, you can securely connect your trading platform and crypto wallet to Merlin to import your holdings automatically. Simply select your financial institution and log in as usual, then we’ll retrieve and import your holdings so that you can use Merlin to analyze risks and track the performance of your investments. We leverage state-of-the-art technology and trusted partners to ensure the process is frictionless and your data is handled with the highest level of security.
Yes, we designed the platform so that you can customize your workspace for a personalized journey. Merlin offers three widget libraries across different sections: Inspiration, Tracking, and Compare. You can access each library and choose the widgets you want to add to your workspace. But that’s not all—you can also reposition and resize each widget to create your ideal matrix setup and ensure your data is organized for the best possible experience.
Yes. We designed the Align function as an easy-to-use, intuitive tool that helps you understand the trades needed to rebalance your portfolio. Simply select the portfolio you’ve created or imported as your starting point, then choose the one you want to move to. Our powerful calculation engine will analyze both and determine which assets and quantities need to be bought or sold to make the shift. It will then return a complete and actionable list of trades for you to execute confidently.
Be the first to know about our latest updates, exclusive offers, and more.
English
