With our modular software suite our partners can build tailored financial applications for their clients. Our 6 modules can be put together in a way that each of our partners can offer a unique solution to their clients. We provide all parts of the value chain of digital wealth management. Starting with holistic wealth aggregation, financial analytics, quantitative research and automated digital advice.
We build tailored solutions for each particular partner’s need. Whether it is related to portfolio information and analysis, allocation and investment, or hybrid, advisor supporting solutions.
360° Financial Home
All of your Client’s Assets in One View
Portfolio Health Check
Get a 2nd Opinion on Your Investments
Closing Retirement Gaps. Digitally.
Automate your investment and advice process