1 Ropemaker Street, London, EC2Y 9HT, United Kingdom
At Exo, we're powering the next generation of financial applications by delivering automated and customisable digital wealth solutions for our clients
Launched in May 2018, Exo Investing is the first of its kind as a fully AI-powered wealth manager. Every client’s portfolio is completely unique, built around their personal financial goals. Once operational, every portfolio’s risk is managed and optimised daily, at a fixed, transparent low price.
We apply robotic-process-automation for all data-related tasks, Artificial Intelligence for unique portfolio builds, big data to analyse millions of data points which feeds into the portfolio decision-making, AWS cloud computing and parallel processing to be able to build and manage all the portfolios on our platform.
With Exo, clients can choose how much control they want over their portfolio, deciding between a customised, themed or fully automated approach.
We prioritised accessibility in our platform through our front-end services and the provision of private banking grade wealth management in a fully digital proposition. and at fixed, transparent low price.
Before reaching a year old, Exo Investing was named Best Digital Wealth Manager and Most Innovative Product of the Year at the 2018 AltFi Awards.
Wealth management businesses are under immense pressure from:
Easy to integrate within weeks not months, our technology has the power to future-proof your business:
We innovate at every stage of the wealth management value chain:
We are partnered with leading quantitative asset management firm ETS
Our modular offerings are transformative digital solutions powered by automation technology and AI, seamlessly integrable across the entire business lifecycle. This is the new era of wealth management, with the power of a dedicated back, middle and front office system, within one platform. We’re in the business of helping you transform yours. For......