Whitelabel Wealth Platform
Launch your Digital Advisor within 3 months, pricing options starting from zero upfront cost
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Launch your Digital Advisor within 3 months, pricing options starting from zero upfront cost
Our ready-to-use DIY and RM assisted investor journeys are the fastest way to launch a wealth offering. Get the regulatory approvals and leave the rest (technology platform with web and app capabilities, investment strategies, operations support and onboarding/ execution/ custody/ cash management capabilities) to us....
Configurable user journeys
Highly configurable user journeys around investment products (goals, thematics, risk based portfolios), regulations and functional variations (discretionary v/s advisory portfolios, etc.)
Execution & Custody
Existing live connectivity with execution brokers and custodians for executing Equities, ETFs and Funds across global markets.
API Engine
Highly scalable and reliable stack of back-end APIs, delivering comprehensive wealth capabilities.
Operations Support
Optional BPAAS capabilities, supporting KYC/onboarding, trade support, settlements, reconciliation and client reporting.
Quant Strategies
Build using well researched QVM & Black Litterman models, further enhanced by advanced AI/ML capabilities. Active AUM since last 4 years and delivering market leading returns
Analytics and marketing
Delivering meaningful insights into AUM, Investor and Revenue growth. Supported by extensive CRM capabilities.