Launch new digital savings and investment products to stay ahead.
Implementing innovative technologies is a convenient way for online brokers to modernise their offering and stay ahead of the competition.
Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments.
However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch the innovative products they need to thrive in this new reality.
Fortunately, our suite of B2B InvestTech solutions is designed with exactly this in mind.
StoryTeller
Story Teller helps brokers explain investment performance to end investors in a fully personalised way, using relatable, understandable language. It analyses the drivers of investment performance and outputs the results in an intuitive, hyper-personalised and automatically generated report.
Robo Advisor
With Robo Advisor, brokers can offer a low-cost digital wealth management service to their retail clients.
As an automated, easy-to-use investment service, it combines intuitive UX/UI, regulatory compliant onboarding, proprietary portfolio construction and rebalancing as well as reporting.
Insight APIs
Enhance your customers’ investing experience by accessing, embedding and surfacing our dedicated suite of unique API-powered insights.
