Self-directed Investing

Self-Directed Investing Solution

Self-Directed or Self-Managed or Execution-only or Do-It-Yourself (DIY) Investing models have been around for many years now. In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution only basis to building financial solutions that would help a customer throughout his life’s financial journey.

Many investors are increasingly looking to make their investment decisions, and financial firms must take advantage of this trend with solutions that engage with and meet the consumer’s needs. We provide modern digital solutions to deliver the whole self-directed investor journey from onboarding to post-investment servicing and ongoing engagement. Examples of such self-directed D2C solutions that we can provide include Target dated investment portfolios, Risk-based model portfolios, Education solutions, Retirement solutions, Income Solutions, Thematic portfolios and many other guidance based offerings.

User Portals Provided

Client/investor Portal

PRODUCTS/portfolios Portal

Administration Portal

KEY FEATURES & CASE STUDY

Learn how we helped a firm launch their Self-Directed Investing solution

Self Directed Investing - WealthObjects

We’ve written a guide listing the main features of our solution, our ways of delivering flexibly, and a client case study to help you get started. Please complete the form to download our guide.

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