TAKING WEALTH DIGITAL

Our module features enable firms to support various business models
and prepare for the next era of savings and investments
using our intelligent automated platform

Explore Modules to Launch Your Digital Wealth Platform

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AIM

Automated Investing Module

Our automated investing module (some call it robo advisory) enhances your digital wealth management capabilities by enabling investment firms like yours to customise and offer intelligent investment portfolios to suit your individual clients' needs. In today's digital world, this is the future of personal investing

PPT REQUEST AIM DEMO
Automated Investing Module
AIM
Goal-based Investing

Enable your clients to invest based on their life goals - be that retirement planning or home deposit savings

AIM
Preferences Investing

Provide your clients the option to invest based on their interests, such as impact investments

AIM
'What-if' Analysis

Clients are able to see their portfolio impact based on historical bull and bear markets

AIM
Optimised Allocation

Use the Nobel Prize winning MPT to generate optimal client portfolios that meet your allocation criteria

AIM
Investment Analytics

See real time valuation, return, risk, and other analytics during portfolio construction and monitoring

AIM
Rebalancing & OMS

Define the frequency of rebalancing based on your internal model with a built in Order Management System

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+44 20 3695 3201

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