Digital (Robo) Investing

One area that has caught the eye consistently over the last five or more years is the so-called robo advice or digital wealth management. Engaging new clients, serving them at a lower fee, allowing them to self-serve and considering the positive impact on the costs of doing business, this is an area of huge change and with the potential for far more development. While many of the first solutions into the market were competitive, business-to-business enablers are now as plentiful and looking to partner and support wealth managers. Our Digital (Robo) Investing business need seeks to support wealth managers to understand the array of solutions and solution providers that exist in this area.

  • Total Solutions94
  • Solution Providers75
  • Knowledge Resources113
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Featured Solutions

Stockholm, Sweden

OutRank Pension Planning

During our working lives, there is no more important investment goal than building a nest egg for our retirement. Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much......

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London, United Kingdom

Investment Advisory

As part of Objectway Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of optimised......

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London, United Kingdom

Investor & Advisor Portal, Client Onboarding

As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......

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Zurich, Switzerland

additiv Wealth Robo Advisor

additiv Wealth Robo Advisor are based on the DFS Wealth Platform, and they provide the wealth management industry with a compelling solution to serve their clients with a self-service wealth accumulation and/or wealth decumulation solution. Use cases include the entry into new client segments or markets in a cost-efficient manner or......

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Lambertville, NJ, United States

Advisor Platform

View and analyze the information you need to provide appropriate client advice with a few clicks. Oversee activity at your firm and access key data to customize services to the unique needs of your business. Pass on paperwork and tedious tasks, so you can refocus your energy on what matters most -......

Singapore, Singapore

API Library

Collection: Calculators Rebalancing Graphs Healthchecks Country and more  ...

Hong Kong, Hong Kong

AQUMON for Institutions

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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Newbury, United Kingdom

Automated Advice

Foundation solution The Foundation solution provides the best possible basis for an automated (robo) advice offering. Leading-edge, robust and fully customisable, it allows users to create personalised suitability reports. Valuable management information (MI) is also fed back in the process, helping with compliance modelling and the constant improvement of the consumer experience. Additional......

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Pyrmont, NSW, Australia

Automated Advice Application

Your client answers simple questions on their objectives and risk profile that enable our algorithms to guide them to an appropriate strategy, delivering valuable advice at a lower cost. They can then implement the strategy and receive ongoing guidance from you on managing their assets....

Copenhagen, Denmark

Automated Managed Portfolios

Automated investment management Offer clients tailormade portfolios with insights from BlackRock, Morningstar and NASDAQ. Pre-packaged or tailormade experiences Get to market quickly at low cost or build bespoke experiences on our infrastructure. Reduced operational cost, increased efficiency Benefit from real-time rebalancing of clients’ separately managed account structures. Access to third-party innovation Benefit from seamless integration with digital......

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Athens, Greece

Axia Robo Advisor

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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Singapore, Singapore

B2C Robo-Advisory

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....

London, United Kingdom

Backtesting

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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Singapore, Singapore

Bambu BUILD

Features Tailored profiling and investment process Design a customer onboarding process that meets your requirements and provides a seamless experience. Unfiltered access to API Library Gain access to Bambu’s cutting edge AI features that will build your groundbreaking platform. Custodian of your choice Bambu provides ready-made connectors to leading custodians, brokers and payment gateways. Need your......

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Singapore, Singapore

Bambu GO

Features Transactions automated: Bambu GO comes with instant verification, ACH payments, order management, and rebalancing through Plaid and Apex Clearing  Fast delivery robo: Customise your robocalls with your branding set up risk questions, products and portfolios using our dashboard. Deployment takes just 2 months*  Hosted & supported on AWS: Bambu GO is hosted......

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Amsterdam, Netherlands

BankingRight

We are you regularly develops bespoke solutions for private banks and investment management firms. To speed up the development process we have invested in a component-based development culture. It enables us to repurpose knowledge acquired within the banking industry. This includes retail banking, private banking and wealth management. This accelerates the......

Singapore, Singapore

BetaSmartz

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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New York, NY, United States

Betterment for Advisors

For you. Automated and flexible investment strategies, a paperless back office, and a delightful user experience empower you to grow your business and build deeper client relationships. You’re in control of your relationship with your client. Clients see your branded experience, sign up with you and communicate directly with you. For your clients. A delightful investing experience. Give......

Brussels, Belgium

Birdee

With our self-guided solution, Birdee, you can enable your clients to set up their portfolio by themselves online. Our simple user interface prompts investors to create their risk profile and select portfolios that match it. Investors can compare simulations before making a final decision and they track invesmtents digitally. This......

Little Rock, AR, United States

Bond.ai

BOND.AI helps banks intimately understand user behavior and nudge customers towards improved financial health. Intelligence that will help optimize user's daily spending, refinance loans, create a savings auto-pilot, and even help them invest, to make sure their financial wellness is enhanced. Holistic analyzer Understand the user holistically by crunching the user's financial......

Zurich, Switzerland

Channel Suite

The platform for digitalizing your customer relationships quickly, easily, and efficiently. Differentiate yourself from the competition with tailor-made solutions. ti&m places great importance on identifying trends and leveraging them for our clients. Always up to date, we have recognized the trend to digitize the customer interface from the beginning. In response, we have......

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Nice, France

Coanda

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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Zurich, Switzerland

CREALOGIX Invest

Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering.  Offering convenient......

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London, United Kingdom

D2C Customer Platform

WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement....

Chicago, IL, United States

Digital Advice Platform

NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the......

London, United Kingdom

Digital Advice (Robo) Platform

Robo-Adviser is an automated investing or financial planning solution that considers clients’ circumstances and delivers suitable and appropriate recommendations to achieve their financial goals entirely digitally without any human interaction. Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs,......

Sydney, NSW, Australia

Digital Advice Solution

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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Munich, Germany

Digital Wealth Management

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......

Chatham, NJ, United States

DriveWealth

DriveWealth partners with global registered investment advisors and wealth managers and enables them to diversify their offerings and recommendations to clients. DriveWealth can provide low-cost brokerage solutions for registered investment advisors, global wealth managers, and investment management firms. Through our robust set of RESTful APIs, there are three avenues through which......

Berlin, Germany

Elinvar

Comprehensive The Elinvar platform covers the entire asset management value chain. From the customer website to the investor portal and the consultation, we ensure an optimal user experience for your clients. At the same time, we manage all digital interfaces for you. From frontend to backend we thereby ensure a comprehensive solution......

Chicago, IL, United States

Emotomy

Emotomy is a robust white-label wealth management platform dedicated to helping financial advisors build, manage and market their advisory services. Our goal is to use cloud-based technology to deliver simplicity, transparency, flexibility and high customization to financial advisors and their clients....

London, United Kingdom

End To End WealthObjects Platform

WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...

Haverford, PA, United States

ETFengine

Current situation:  Brokerage system Internet self-service system Portfolio accounting system Performance bench marks Rebalance ETFengine solution There are at least three systems required to solve the current business process model for digital advice. Our system results in reduced complexity and a more streamlined process with a dramatic cost advantage. Our structure means there is no reconciliation processes needed......

London, United Kingdom

ETFmatic B2B

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......

Zurich, Switzerland

Everon for Partners

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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Boston, MA, United States

Fidelity AMP

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

Zurich, Switzerland

FINANCIAL LIFE GOALS

The wealth management industry is undergoing change as clients increasingly demand easy online access to low-cost, personalized investment advice. FINANCIAL LIFE GOALS can meet this demand for all client segments. Its advanced investment engine for portfolio optimization and financial planning is accessible through a clean-coded API. FINANCIAL LIFE GOALS API can be......

Brookfield, WI, United States

Fiserv-Marstone Digital Advice

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....

Leamington Spa, United Kingdom

focus:client

focus:client lets you make lasting digital connections with consumers. Supporting direct to consumer (D2C) journeys, as well as the delivery of fully-automated simplified advice and robo-advice, this client engagement framework helps you get your proposition to market. Whether you drive business through digital channels only, or use them to support telephony, face-to-face......

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New York, NY, United States

ForeSCITE

Your money, your way Keep your money where it is. Unlike others, we value your freedom to manage your assets. We simply offer you the most powerful risk analysis AI tool on the market with the technology to manage your money more accurately than a financial advisor. ForeSCITE is not a......

Woburn, MA, United States

FusionIQ

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......

London, United Kingdom

Generic Indicies

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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Aurora, CO, United States

Gsphere.Net

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....

London, United Kingdom

Index Design

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

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Potomac Falls, VA, United States

InvestmentPOD for Advisors

In today's competitive marketplace, wealth advisors are facing new challenges from emerging technologies that seek to disrupt the way in which consumers plan their financial futures. It’s no secret that the business of wealth management is changing: market volatility is on the rise and the innovation of ETFs has rendered traditional......

Sydney, NSW, Australia

Investor Profiler (Auto-Advice)

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......

Leuvain, Belgium

InvestSuite Robo Advisor

Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Financial institutions can digitise their wealth management with InvestSuite’s Robo Advisor, an omni-channel experience, featuring:  Hyper-personalised portfolios at scale (if required, model portfolios can also be used) Human-centric user......

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Oakville, ON, United States

Invisor CoPilot

The Invisor CoPilot difference Our solution is goal-based, helping clients track and reach their financial goals quicker We recommend portfolios from leading Canadian money managers, so clients can choose the portfolio that’s right for them Have the option to guide your clients through the onboarding experience ...

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Toronto, ON, Canada

Justwealth Institutional

Advisor partnerships Free yourself from many of the cumbersome tasks of client account management and direct your focus to value-added activities. Justwealth can provide you and your clients with sophisticated portfolio solutions, ongoing rebalancing and account administration....

Subiaco, WA, Australia

LiLLY

LiLLY replicates existing back office and paraplanning processes in a digitised environment to eliminate manual processing and the time and cost of SoA production. Significantly reducing turn-around times, cost to produce SoAs and production risk, LiLLY delivers unparalleled improvements to practise productivity, margins and profitability....

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Vancouver, BC, Canada

ModernAdvisor Pro

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 ...

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Bangalore, India

Mphasis Digital Advice

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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Toronto, ON, Canada

Nest Wealth Pro

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......

London, United Kingdom

Nucoro Hybrid Advisory

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

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London, United Kingdom

Nucoro Insurance Solution

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

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London, United Kingdom

Nucoro Platform: Automated Investing

The evolution of robo-advisory services has led to wealth management and investment offerings that eliminate the element of human biases. Self-learning algorithms and AI technology generate personalised portfolios at a low cost. Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with......

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London, United Kingdom

Nucoro Retail Banking Solution

Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with a fully automated digital investment solution. Reduce drop off and increase conversion with easy digital onboarding enriched by client data to make the journey shorter. Make savings and investment simpler for the customer......

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Bangkok, Thailand

Odini

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......

Christchurch, New Zealand

OMNIMax ROBOAdvice

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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Stockholm, Sweden

OutRank Credit and Mortgage Analytics

Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......

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Stockholm, Sweden

OutRank Holistic Financial Planning

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......

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Stockholm, Sweden

OutRank Short-to-Medium Term Savings

Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......

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New York, NY, United States

Pefin for Business

Pefin is a partner to both US and International financial institutions and businesses who want to bring affordable, fiduciary, financial planning to their clients. Whether a bank, an insurance company, a pension fund or an asset manager, Pefin can provide AI based financial advice that your clients need, when they......

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Hong Kong, Hong Kong

Personalized Portfolio Construction (Robo)

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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Newbury, United Kingdom

Planning & Advice Engine

Insight Asset Model EValue’s Insight asset model is a real world economic scenario generator model which produces realistic forecasts of possible future investment returns. Calculation Engine EValue’s powerful Calculation Engine carries out all the calculations required to provide our realistic and robust forecasts for all financial planning needs. Advice Engine EValue’s Advice Engine contains all......

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Vienna, Austria

Portfolio Illustrator

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

Hong Kong, Hong Kong

Portfolio Managment

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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Providence, RI , United States

Powered by Marstone

Powered by Marstone is the white-label digital advice (robo-advisor) and financial planning platform that enables financial firms— including banks, brokerages, insurance companies, and asset managers—to quickly and cost effectively launch a digital storefront....

Hong Kong, Hong Kong

QEngine

Our end-to-end architecture facilitates a wide range of wealthcare journeys, enables seamless integration, and incorporates bank-grade security. Access innovative wealth management capabilities on the cloud or on-premise systems. QEngine - Quantifeed's core technology QEngine powers end-to-end architecture for financial institutions. It connects to existing banking systems, and provides rich capability for straight-through......

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Sydney, NSW, Australia

QuietGrowth for Advisors

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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Amsterdam, Netherlands

Robo Advice

Robo advice has captured a lot of attention in the financial services sector, so it is fascinating to find an institution that is putting the theory into practice. five°degrees has created the platform which is straightforward and makes it easy to understand financial advice that is available to everyone; with the partnership......

Auckland, New Zealand

Robo Advice Solution

A powerful digital advice solution that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged......

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Vienna, Austria

Robo Advisor

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

Bergen, Norway

Robo Advisory

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......

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Zurich, Switzerland

Robo-Advisory

White label - a swift and efficient solution With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name. 10+ years' experience in the white label business Fully-integrated execution, reporting and monitoring tools Own fully-customised platform under your own brand Cutting-edge technology in the FinTech......

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Wroclaw, Poland

Robo Advisory Platform

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......

Indore, India

Robo Advisory Platform Mobile App

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......

Bangkok, Thailand

Robo-for-advisors

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......

San Francisco, CA, United States

SigFig for Enterprise

SigFig's enterprise technology accelerates time to market in a secure, scalable, and compliant way. Its product, design, and growth labs fuel innovation, accelerate adoption, and create delight for clients. Enterprise digital advice platform Our platform is built on an open architecture that's designed to integrate easily into your platform. We work closely......

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Melbourne, VIC, Australia

Six Park for Advisers

Six Park for Advisers provides you with an end-to-end investment management service from risk assessment through to ongoing management. We also provide tools and reports that give you insight around the client’s investments so you can engage and build a meaningful relationship with these clients at the right time. Our solution is......

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San Francisco, CA, United States

SoFi Invest

Invest like a pro without being one Unlike some other ways to invest, SoFi gives you more than one option of how to do it. Plus, we’re built to grow with you and your goals—no matter your skill level at the start. Pay zero SoFi fees That’s right—$0 in transaction fees and $0 in......

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Brussels, Belgium

Squiree

Squiree, our advisor-guided solution, provides seamless end-to-end management of the client relationship whether your client is sitting next you, or whether they’re checking their investments online. A simple on-screen dialogue guides clients through portfolio options and helps them define their objectives. You can support their decisions by simulating proposed portfolios.......

Tel Aviv, Israel

Tradency Robo-Advisory service

Build a robo-advisory complete solution based on your marketing strategy, assets lists and your brand identity. Tradency offers a robo advisory software development that includes unique modules and features for your company to stand out from the competitors. Integrated with your existing financial systems, our development services enable to provide your customers......

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West Chester, PA, United States

TradingFront

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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Zurich, Switzerland

TrueWealth

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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Royal Leamington Spa, United Kingdom

Turo

Deliver a great digital experience to clients and advisers Give cost-effective advice, in a fraction of the time Reduce your PI risk, deliver robust, regulated advice Modules Turo's solutions span investments and the whole of the retirement market, from planning stages, through to at-retirement and continuing into retirement. Financial wellness Pensions Retirement Investments ...

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New York, NY, United States

Vestwell

Modernize your retirement practice Rather than replacing advisors, we believe technology plays a vital role in helping you better deliver financial planning and advice. Vestwell is designed to work as an extension of your advisor firm so you can more efficiently service your clients. We can help design the right plan for your clients. Benchmark the plan We'll......

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New York, NY, United States

Vise

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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Singapore, Singapore

Wealth and Advisory App

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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Penarth, United Kingdom

Wealthify for Wealth Managers

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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London, United Kingdom

WealthKernel

Whether execution-only, discretionary guidance or simplified advice, we deliver scalable solutions for distributing financial products at low cost and in a matter of months....

Beijing, China

Wealth Management Solutions

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......

Zurich, Switzerland

Wealth Solution Builder

The foundation is the additiv DFS® platform and its extensive, ever growing RESTful API catalogue. Allowing a faster time to market, flexibility while letting FIs focus on their clients’ needs. It utilizes a standardized and unified API framework to enhance existing channels and add new ones: Tailormade: Build your own solution according......

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Munich, Germany

White-Label Onboarding

We offer robo-advice-technology that allows digital, frictionless onboarding. Our solution is completely adaptable to the “look & feel” of your own corporate identity. With our modular platform, you decide which investment strategies you offer to your clients. We lower development and operating costs compared to an in-house development....

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Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.