Our platform modernises your services by letting you automate and digitise portfolio and investment management processes.
- Leverage AI and robotic analytics power for maximal returns.
- Access cash equities, ETFs, treasury bills, mutual funds, FX, and bonds in 90+ markets.
- Launch new features quickly with customisable and scalable front-end functionality.
Architecting the future of investment
Usability
Provide seamless user experience across mobile, web and desktop devices.
Automation
Set rebalancing triggers and more to optimise portfolios automatically.
Onboarding
Complete HNWI, UHNWI, and VIP customer onboarding centrally.
Compliance
Use built-in services to free up resources for more profitable activities.
Your choice
Terminal
Our asset management terminals enable risk classification, back testing, portfolio criteria automation, rebalancing, monitoring customer onboarding, as well as order monitoring and approving, for complete compliance control.
Web Application
A customer interface for all wealth management processes, including onboarding, KYC, investment plan selection, and deposits/withdrawal requests.
Mobile Application
A mobile version of the customer-facing web application, with the same functionalities to help make your wealth management processes more efficient.
Empowering you to innovate
