Partnered with 70+ financial institutions Award-winning digital wealth management solutions Your one-stop-shop digital wealth management platform Financial institutions are rapidly embracing FinTech to enhance their product offerings. AQUMON has helped more than 70 financial institutions digitise their wealth management practices. Robo advisory By combining quantitative investment algorithms with scalable softwares, we help financial institutions expand......

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• Asia

The Axia Robo Advisor solution delivers a digital, omni-channel self-service to enable wealth management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II, GDPR). It also supports a hybrid-advisory service, should personal advice be......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Through either goal-based or risk profile based journeys, with a completely online experience on web or mobile, with choice of passive or active strategies or thematics baskets with our unique ‘platform-as-a-service’ model which covers technology, strategy, operations, execution/custody and infrastructure....

Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest....

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• Africa
• Central America

Portfolio Management Automate asset allocation and portfolio construction, apply deep data to de-risk and optimize advice, automate rebalancing, tax loss harvesting and trading. Back & Middle Office BetaSmartz software automates and streamlines all operational and administrative aspects of portfolio management so that financial institutions can focus on clients and business scaling. Security & Compliance Apply bank level......

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• Asia
• North America
• Oceania

Better service and support to grow your RIA From onboarding and setup to daily troubleshooting and practice management consulting—we’re here for you while the incumbents have you on hold. Support team for you and your clients We make it easy for both advisors and clients to get reliable answers to day-to-day questions. The......

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• North America

140+ investment products available Including conventional and sharia-based FR mutual funds and bonds. Manage multiple businesses at once Companies can register more than one company on Bibit Bisnis. Flexible fund withdrawals No need to wait for maturity, funds can be withdrawn at any time without penalty. Transactions are carried out completely online Buying and selling transactions at......

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• Asia

Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem. Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to......

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• Western Europe

Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds) based on risk, client segments and goal types. Digital or Robo Advice can mean many things. Still, one certainty is that to remain competitive, firms need to provide an......

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• Western Europe

Change is here As the finance sector embraces the digital age, advances in technology are compelling people to seek new and unique methods of undertaking investment plans and attaining financial advice. There is now a generation of advice seekers that don’t want the first point of contact to be a face......

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• Oceania

We offer a highly modular platform that we successfully use for our own direct-to-consumer business and that we can tailor to the needs of B2B partners. Elements that can be adjusted according to a partner's needs: Branding (our brand, white-label solution) Regulatory permissions Front-end build & operation Wealth management platform Asset allocation Investment products Custody & trading We already......

Our partners have the option to employ and customize DriveWealth’s built-in “autopilot” rebalancing capabilities or integrate their own trading applications with our Brokerage-as-a-Service APIs. Additionally, Partners can design workflows to incorporate a blend of full-service advisory, robo, and self-directed features, empowering each client to tailor their desired risks and exposures......

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• Asia
• North America

DriveWealth’s technology enables brokerage and advisory account onboarding near instantaneously, and our money movement capabilities allow your clients to begin investing and managing their own portfolio within minutes. DriveWealth’s platform offers a full range of investment products, including US equities, ETFs, mutual funds, fixed income, and options, and our patented fractional......

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• Asia
• North America

Partnership models White Label Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic. API Integration Offer seamless Robo-Advisory services through your own front end by way of API integration. Own your product’s look and feel and add to your existing offering. Hybrid Incorporate a......

etops Robo Advisor is a Software-as-a-Service platform designed for individual, scalable asset and wealth management. It supports financial institutions in digitising the entire value chain of their asset and wealth management operations. The platform offers a modular and comprehensive approach, enabling fast implementation and shorter development cycles. It is built to......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Our offer Digital solution Digital platform to manage your clients, review their documentation and monitor their portfolios. Awarded portfolio management Access to our awarded portfolio management strategies across multiple services: Wealth Management, Pillar 3a, Vested Benefits and Private Markets. Dedicated Relationship Manager One of Everon relationship managers will support you and your clients whenever you need. Everon......

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• Western Europe

Manage digital and fully advised investors side by side, evolving from an automated to a more collaborative service....

Features such as: Client onboarding Information from prospects Regulatory classification and identification of investor type Defining an investment strategy Portfolio configuration  ...

relevant regions

• Eastern Europe

Our platform ensures compliance with local tax regulations, automates portfolio management and adjusts risk levels as clients approach their goals. With features like automated rebalancing, goal-based monitoring and seamless transitions to payouts, you can deliver secure, tax-optimized investment strategies that grow your client base and strengthen relationships.  Secure, compliant and tax-optimized......

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• Asia
• Eastern Europe
• North America
• Western Europe

With a mission to demystify financial services and enable everyone to gain knowledge and control of their finances, Fiserv has partnered with Marstone to create a highly configurable, integrated, and personalized platform that encourages stronger relationships between advisors and their clients....

FusionIQ is an innovative fintech company that empowers you to attract and service investors through the web. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. Digital investing platforms are the solution to compete in today’s technological world and attract “next gen” clients. Scale......

Our indices include: i1 US 500 i1 US Tech 100 i1 US 3000 i1 FAANG i1 US Mega Cap i1 US Large Cap i1 US Mid Cap i1 US Small Cap i1 US Micro Cap i1 US REIT i1 US ESG and more... ...

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Gsphere.Net uses portfolio analytics not available anywhere else. You will soon find these analytics become an instrumental part of your investment process. Gsphere can integrate easily into your financial planning process and with it you can rapidly diagnose any portfolio, spot weaknesses and opportunities....

Backtest Duration Reconstitution Frequency Rebalancing Frequency Tax Treatment Weighting Scheme Universe Selection Calculation Frequency Leverage Corporate Action Management more... ...

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

An investor profiler can be used to recommend a specific asset allocation from one or more sets of asset allocations to an individual who is investing a specific sum of money for a specific purpose - with or without input from an advisor. An investor profiler is a solution for a......

A B2B solution that helps you win the 'main street' investor. Get to market, fast A turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build. Leverage automated investing Offer automated digital tools that provide a guided, yet personalised and......

relevant regions

• Middle East
• North America
• Western Europe

Advisor partnerships Move beyond the grind of daily account maintenance. Justwealth empowers you to shed cumbersome administrative tasks in favor of value-added growth. Leverage our expertise in automated rebalancing and professional oversight to deliver a premium experience to every client.  ...

With our pre-built suite of features and a streamlined implementation process, a digital offering through Marstone can be live in as little as four weeks. Enhance your overall customer experience, and accelerate growth for your institution. Perfect for firms new to wealth management  Marstone Wealth makes it easy to add investing services......

relevant regions

• North America

ModernAdvisor Pro gives you the tools you need to manage your practice, so you can focus on building your client relationships Administration Compliance KYC process Paperwork Account opening Investment selection Account management Rebalancing Tax loss harvesting Portfolio optimization Tax optimization Reporting Account statements Communication Benefits of ModernAdvisor Pro Seamless client onboarding Your very own support team Online and on-demand Monitor everything in one place Low-cost for your clients Flexible pricing ...

relevant regions

• North America

Mphasis Digital Advice is a new offering to the banking, capital markets, and insurance industries that provides insights into analyzing, selecting, developing, integrating, and running a robo-advisor service. Mphasis has worked on one of the largest robo-advisors to date, programming a part of this robo-advisor. The perfect time for robo-advisor Baby boomers......

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• Africa
• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

Nest Wealth Pro is an innovative digital platform that provides you with everything you need to efficiently manage your practice, including: Digital onboarding and intuitive dashboards Completely customizable and is agnostic to product or portfolio solutions Designed to fit your current set up (custody assets with your current custodian, if you choose!) Give your clients a unique branded experience Tools......

Make a sums of money, make a million. It's easy to get started, and others can do it, too. Automatically arrange a portfolio to select funds. Send orders through the app Open an investment account through the app (Paperless) approved in 3 working days. One time investment You can buy many funds covering 16 asset......

It provides a customized asset allocation portfolio tailored to the client's investment horizon and executes automated investments within the client's securities account. To ensure the safety of clients' assets, Olly performs daily asset adjustments based on analysis and sends customized alerts when important financial market events occur, accompanying clients throughout......

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• Asia

Are you interested is operating under a Roboadvice license? With OMNIMax ROBOAdvice our algorithms can auto suggest outcomes based on your advice workflows using the financial products and providers that you select. OMNIMax is experienced in Roboadvice licensing and has previously been through the FMA process as a technology provider....

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• Africa
• Asia
• North America
• Oceania
• Western Europe

Deliver fully regulated automated advice to your customers We believe that everyone should have access to high quality personal financial advice, delivered in a manner that is convenient to their individual needs. After all, financial advice is personal....

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• Western Europe

This is the perfect investment delivery environment for the high proportion of Australians who can’t afford to or aren't yet ready to go down the personal advice route, especially Millennials and Gen Z investors. What really sets us apart? On your OpenInvest customised digital platform, the investor drives the journey and the......

relevant regions

• Oceania

Privé’s portfolio construction engine provides AI-driven assistance for building new personalized portfolios or optimizing existing ones in seconds.  Portfolios are optimized according to a variety of qualitative and quantitative target metrics such as asset allocation, return, and volatility, as well as the end-client’s needs and preferences. This includes areas such as......

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• Africa
• Eastern Europe
• Middle East
• North America
• Western Europe

Input your firm's investment philosophy Include your investment style preferences, asset allocations for various risk profiles, and specify your favorite mutual funds or ETFs. Gather client and prospect data on values and goals Use your unique, shareable link to invite clients, prospects, and referrals to easily share their values and goals. Generate unique portfolios......

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• North America

Including performance reports MiFID advisory protocol Hybrid robo-advise solutions ...

Privé's robust and high-functioning end-to-end central portfolio management tool allows portfolio management services to be offered at scale, allowing clients to service and target new market demographics. With 24/7 monitoring, customizable alerts and reports on all asset classes and multiple currencies, ensure you always have a 360 view of your......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Enable your clients to benefit from QuietGrowth Portfolios Set up and maintain a QuietGrowth account for each of your clients Allow your clients, to set up, monitor or manage their QuietGrowth Portfolios ...

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• Oceania

Robo portfolio check Robo portfolio optimization Apps for customer acquisition...

There is no time to waste in slow executions or unsuccessful solutions. Having a well structured investment platform will attract every kind of investor as the investment experience gets easier and more exciting. Choose the modules you need, from a complete digital onboarding to a perfectly developed goal based planning......

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• North America
• South America
• Western Europe

It comes with a variety of endpoints offering tailored individual saving plans based on risk assessment, an individual investor’s financial situation and investment preferences. The Robo Advisory seeks to support the guidelines defined by the MiFID-II regulations. The solution comes as Quantfolio Robo Advisory App or as a rest-API. It can......

relevant regions

• Western Europe

Empirica offers an intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses artificial intelligence to give advisors unique insights about their clients to lower their churn and increase their engagement. Those two characteristics make Empirica-Advisor absolutely unique in the whole......

Why Robo Advisory App? No geographical limit: Client on boarding process is same whether the client is at your office or in Dubai or New York, all it take 5 minutes process to enable client his first purchase. No human dependency: Flawless, seamless investment process! Handle more number with very less employees. 24 X 7......

Benifits  Hybrid robo-advisory which involves both humanized robo-advisor is now the new normal Investment advisor or planner can utilize iPad or Android tablets to serve clients more efficiently  Paperless account opening with digital KYC on the cloud can speed up the onboarding process Human advisors iniate buy/sell transactions on a tablet then client can......

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......

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• Western Europe

White label robo advisor solution Tradingfront includes reliable, easy-to-use features for automating virtually all aspects of account opening, rebalancing, trade analysis and client management. White label platform We take an open-architecture approach across custodians, investments and technology solutions. We work with your brand, your investment philosophy, your workflows and your relationships. User onboarding We created......

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• North America

How do your customers benefit from our investment solution? Delight your clients with innovative technology and a fully digital and transparent investing experience. Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile Account opening in minutes: Fully digital account opening in three......

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• Western Europe

Personalized portfolio construction Individual risk profiles Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time. Customized portfolio restrictions Build out a dedicated strategy by adding or removing specific asset......

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• North America

Wealth management & investment advice for RMs The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers. Target audience Client-facing interactions of relationship managers, advisors, agents for wealth and asset management Key features Goal-based investment and risk......

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• Asia
• Middle East
• Western Europe

We deliver a highly successful direct to consumer service, and we're one of the UK's leading providers of white-labelled digital investment solutions. We make it easy for your business to offer new services to customers, create a new revenue stream, and enter an expanding market in a short timeframe. A solution......

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• Western Europe

Build great products We provide the building blocks to power any digital investing offering; from client onboarding and trading, to portfolio management and custody, all over API. Service your customers flexibly, easily, and with scalability. Flexible. Scalable. Modular Our API makes investing easy, allowing businesses to offer investment functionality to users in flexible......

relevant regions

• Western Europe

Based on quantitative model, machine learning and cloud computing technologies, we have developed China’s first robo-advisor product for Renminbi-denominated global asset allocation. The intelligent wealth management solutions supported by this engine feature customer analysis, market analysis, allocation algorithms, product suitability, transaction optimization, post-deal tracking and other modules to provide flexible......