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Solutions
End-to-End Digital Solutions for Wealth & Investing Firms
One platform. Multiple capabilities. Everything you need to digitise and scale wealth and investment propositions.
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Holistic Wealth Management & Advice
A comprehensive digital wealth management platform that empowers advisers and firms with CRM, automation, superior client engagement, and seamless remote interactions.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Self-Directed Investing
A simple digital solution for self-directed investing, guiding investors through their entire financial journey—from portfolio selection to post-investment servicing.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Hybrid Digital Advice
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalised investment solutions tailored to client needs.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Retirement
A comprehensive digital retirement planning solution that provides tailored, tax-optimised investment recommendations across all retirement phases—accumulation, at-retirement, and decumulation.
Client/Investor Portal
Adviser Portal (Intermediary)
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
Digital Advice
An easy-to-use, fully automated advice solution that delivers personalised investment recommendations, helping clients achieve their financial goals with no human interaction.
Client/Investor Portal
Products & Portfolios Portal
Administration Portal
Custom Key Features:
Custom integrations, custom features, and custom deployments to meet specific business needs.
