Digitising wealth management
Providing investment advisors and their clients a powerful, secure, affordable wealth management platform that is fit for the future
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Providing investment advisors and their clients a powerful, secure, affordable wealth management platform that is fit for the future
We are already connected to over 100 custodians (and growing)
> no need for you to source and clean custodian data
Powerful browser accessed app for the advisor and white-labelled app for the client
> client interacts with your brand on a daily basis
Using our global market data licenses we revalue your clients' portfolios multiple times a day
> your clients recieve close to real-time portfolio valuation
Scaleable infrastructure with the latest cloud tech, utilising micro-services
> fast and no IT requirement from your side