Banks
- Engage millennials 24/7
- Serve mass affluent clients
Fund Managers
- Single platform to design, test & deploy strategies
- Incorporate client's preferences during strategy production
Private Banks
- Deliver profitable “high-touch low fees” services
- Personalise strategies to each and every client
Brokers
- Translate competitive broking fees to stable recurring income
- Retain clients with value add services
Advisers
- Customise mandates at low investment amounts
- Deploy digital solutions without capital expenditure
Insurance Firms
- Customise mandates at low investment amounts
- Deploy digital solutions without capital expenditure
Family Offices
- Integrated portfolio construction, execution and client reporting
- Scale up & automate with zero capital expenditure
Pension Funds
- Boost returns by bringing in-house high fees mandates
- Design sustainable investing strategies