Whitelabel Wealth Platform

Intuitive, configurable and white labelled UI, market-beating quant portfolios, out-of-box execution connectivity and comprehensive operations capabilities.

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Turn-key Wealth Solution

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.