Meet the growing digital expectations of your clients and scale your advisory offering.
Clients of independent financial advisors increasingly expect to have access to automated services such as investing & on-demand performance reporting. Providing them with intuitive and empowering online experiences will help them be more efficient in managing their money and ultimately more satisfied as clients.
Launching new digital products is a way to grow assets under management of existing clients as well as a way to gain new clients, however many smaller companies lack the resources & skills to do so. Our suite of digital wealth management products is designed to help independent financial advisors quickly widen their advisory capabilities at an affordable price.
Discover our Product Suite
StoryTeller
It analyses the drivers of investment performance thanks to state-of-the-art performance attribution and news aggregation algorithms and outputs the results in an intuitive, fully personalised and automatically generated report.
Robo Advisor
It provides Mifid-compliant onboarding and risk profiling, along with portfolio reporting and rebalancing. It is fully customisable at the front end and can be used with a wide range of investments such as funds, ETFs or direct bond/equity investments. It even provides options for fully personalised portfolio construction.
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more
Robo Advisor
A highly configurable automated investing platform that delivers hyper-personalised portfolios for goal-based investing. Discover more