The future of investment services
While traditional savings often relate to standard funds, you can access a world of assets for your investment portfolio – from those with a local to an international presence, combined with tax wrappers. Our digital and investment expertise ensures you receive a market-leading service, helping to enhance customer experience, investment allocation and monitoring.Investments and savings are already subject to robotics and AI monitoring which ensures you to provide cutting edge services, with continuous valuations and optimisation initiating re-allocation and balancing.
Head of Strategy, Business Development and Sales within Wealth Management
Efficient and flexible
Standardised services are delivered through a single platform, with a shorter time to market for new products across investments, insurance and banking.
Cost-effective technology
A single standardised API provides cost efficiency, utilising the same API across internal or external channels and platforms, leveraging services across traditional business silos.
Future-proof services
Long-term strategy is secured through technology- and platform-independent solutions, ensuring there are no spikes in investment due to future changes in technology.
Key features
Asset class selection
We can access a whole world of assets for your investments and portfolios, combining asset classes for dedicated investments, or through model portfolios for different target investments.
Robotics and AI
Hybrid advice with robotics and connected AI for optimal investment choices, allowing clients to set up savings targets with optimal asset allocation and investment schemes. Easy interfacing to AI providers and services.
Real-time monitoring
Provide customers with real-time performance through any digital channel.
Risk and re-balancing
Automated risk, asset re-balancing and re-investment, through a service that is easy for your clients to understand and monitor.
