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Solutions
End-to-End Modern Digital Business Model Solutions for Wealth & Investing Firms
One platform. Multiple capabilities. Everything you need to digitise and scale wealth and investment propositions.
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Holistic Wealth Management Solution for delivering complete end-to-end advice, whether in person or through a hybrid approach.
A comprehensive digital wealth management platform that empowers advisers and firms with CRM, automation, superior client engagement, and seamless remote interactions.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Self-Directed Investing Solution designed for fully DIY customers, connecting seamlessly to your preferred custody, trading, and quotation partners.
A simple digital solution for self-directed investing, guiding investors through their entire financial journey, from portfolio selection to post-investment servicing.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Hybrid Digital Advice Solution that supports Full Advice, Targeted Support, and Simplified Advice business models.
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalised investment solutions tailored to client needs.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Retirement Solution designed to guide clients through their accumulation, at-retirement and decumulation stages.
A comprehensive digital retirement planning solution that provides tailored, tax-optimised investment recommendations across all retirement phases - accumulation, at-retirement, and decumulation.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Advice Solution designed to deliver Targeted Support and Guidance-based advice journeys.
An easy-to-use, fully automated guidance/support/advice solution that delivers investment recommendations, helping clients achieve their financial goals with no human interaction.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
