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

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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
Thematic Investing

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

AIM
'What-if' Analysis

See portfolio impact based on historical bull/bear markets, and suggest actions if goals are off track

AIM
Optimised Allocation

Use own risk, return, and security level constraints to generate optimal allocation that meets your 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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