Offer personalized wealth propositions at scale

Build tailored wealth experiences that give every customer segment the right balance of self-service portfolio management, products, and advisor support. Leverage customizable, out-of-the-box components to create collaborative mobile and web applications for clients, advisors and external asset managers across onboarding, wealth management, investing and servicing.

Optimize advisor performance

Give advisors smart, unified workspaces that help them deliver personalized advice at scale, without compromising service quality.

• Provide a unified view of client portfolios, preferences, past interactions, client insights and portfolio recommendations
• Streamline day to day tasks, from executing client requests with ease to generating tailored investment reports and proposals in minutes.
• Connect to any existing internal system like CRM, PMS, or third-party sources - such as market data providers like Bloomberg and Morningstar - for real time insights on market trends, portfolio performance and client sentiment.

Deliver high quality experiences for every customer segment

Give clients full transparency and control over their wealth with award winning mobile and web applications, offering the right mix of digital and human service.

• Create tailored applications for Mass Affluent, Affluent, High-Net Worth, and Ultra-High Net worth clients by assembling, reusing and customizing pre-built components instead of building multiple applications from scratch
• Offer clients a comprehensive view of their wealth with personalized dashboards, quick access to insights, real time portfolio performance data, and more
• Enable easy collaboration with advisors to review investment proposals, discuss strategies via secure chat or in-app video, and even co-create personalized financial plans

Offer holistic wealth management propositions

Give clients access to a broad range of investment options by easily incorporating third-party products into your offers using APIs

• Leverage emerging opportunities in alternative asset classes like private equity, venture capital and hedge funds
• Incorporate products like ISAs, 401(k)s or life insurance bonds so clients can invest tax efficiently 
• Give clients expertly managed mutual funds, exchange-traded funds (ETFs) or discretionary mandates from asset managers like Black Rock, Vanguard or J.P. Morgan

Expand your market presence with external advisors

Acquire new clients and enter new markets by enabling external advisors on a single, unified platform.

• Give external advisors access to the same advanced tools, data and client insights available to your internal teams
• Maintain full control and compliance, with secure access controls, data governance and audit trails, allowing you to retain visibility into every activity and interaction.
• Enable external advisors to offer a seamless digital experience to their clients, aligning to your standards of excellence

Capabilities

Onboarding

Streamline client onboarding with a seamless, fully digital process tailored for wealth management. Capture personal data, verify identities, and originate mandates efficiently while ensuring compliance.

Servicing

Empower clients with self-service tools and personalized dashboards for managing portfolios, accessing statements, and communicating with advisors. Enhance operations with unified workspaces for internal teams.

Wealth

Deliver personalized digital investment experiences. Support scenarios like trading, rebalancing, and alternative asset investments with ease.