Solution introduction
One integration. Multiple Agents
Everything necessary to serve and become a one-stop shop for younger members
Attract next-gen members with wealth generation tools
- Investing for small depositors
- Multi-assets in one place
- Copy or generate portfolios
- High-yield account
Engage next-gen with budgeting tools, health nudges, and rewards
- 24/7, financial mentor
- Holistic financial insights
- Gamified financial habits
- Financial roadmap to $100k
Build loyalty with interactive, popular themed courses, and community
- Popular learning themes
- Earn rewards for learning
- Personalized course
- Learn investing through social
