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Self-Directed Investing
A comprehensive digital solution for self-directed investing, guiding investors through their entire financial journey—from portfolio selection to post-investment servicing.
Self-Directed, Self-Managed, Do-It-Yourself (DIY) or Non-advised 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.
More Than Just Business Solutions
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Self-Managed Wealth Control
A platform designed for investors who prefer to make their own decisions, offering full control and seamless asset management.
Comprehensive Self-Directed Investing
Delivering the full investment journey—from onboarding and portfolio selection to post-investment engagement and servicing.
Tailored Investment Solutions
Supporting diverse investment strategies, including target-dated portfolios, risk-based models, retirement, and income solutions.
Interactive Tools for Smarter Investing
Educational and analytical solutions empower users to make informed financial decisions and manage their wealth efficiently.
