Online Brokers
Launch new digital savings and investment products to gain a competitive edge
Retail Banks
Accelerate digital transformation and maintain your competitive edge
Private Banks & Wealth Managers
Strengthen and grow a traditional business model with digital wealth management
Independent Financial Advisors
Meet the growing digital expectations of your clients and scale your advisory offering
Asset Managers
Reduce client reporting and research costs and develop a new distribution channel
Challenger Banks
Extend your banking offer and boost profitability
Pension Funds & Insurance Companies
More accurately evaluate investment manager performance and increase client engagement
- Robo Advisor
- Self Investor
- StoryTeller
- Portfolio Optimizer
Robo Advisor
A low-cost, customisable digital wealth management tool that converts dormant savings into profitable investment assets.
Self Investor
A next-generation white-label execution-only platform for easy investing.
Story Teller
A worldwide ‘first’ new way of ‘telling the story’ of retail clients' portfolio performance.
Portfolio Optimizer
The next-generation quant tools that provide cost-effective solutions for more efficient portfolio management.
