The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings.
The Digital Wealth Platform has 3 modules;
1. Digital advisory module
Powered by proprietary matching algorithms and data, artificial intelligence tech. Our digital recommendation engines crunch data and link investment opportunities with personalised clients, profiles & preferences.
Financial advice will be relevant and timely based on the client’s needs.
2. Compliance module
Powered by a Compliance as a Service Open API that covers KYC investment suitability product risk rating and cross-border regulatory controls. All Investment opportunities can be pre-screened based on client’s investment profile and rationale.
Financial advice will be suitable and appropriate across regulatory jurisdictions.
3. Best execution module
The multi-asset best execution connectivity hub enables maximum efficiency for the best client experience. Price/quote and execution requests can be digitally shared with custodian banks and product providers.
Financial advice can be acted upon swiftly with real choice given to customers.