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 a broader suite of retail customers. Kidbrooke has all the skills needed to help the financial industry to upgrade their wealth management offerings and encourage financial inclusion, compliance and sustainability.

The OutRank API enables you to provide your customers with a holistic view of their financial situation by delivering actionable insights in an engaging and scalable way. Our technology delivers superior digital tools that put consumers in control of their investments, loans and pension savings. All this while improving the cost-efficiency of delivering financial guidance or advice by projecting wealth over time and empowering financial decision-making.

• Personalization by means of advanced analytics
• Cost-efficiency through intelligent automation
• Financial inclusion without compromising quality of service

Whether you are looking to build generic guidance tools to support better point-of-sale decision-making or to develop a state-of-the-art robo-advice framework, OutRank has what it takes to turbo-charge your project! Moreover, it can equip your team of wealth managers with analytics to support optimal decision-making, creating an excellent choice for hybrid wealth strategies.

The OutRank API provides:

• Decision-support for general savings, retirement planning and credit decisions (e.g. mortgages); 
• Customisable risk profiling and asset allocation frameworks;
• Scenario-based what-if analysis;
• Proactive nudges with actionable analytics;
• Evaluation of probability of reaching financial goals;
• All quantitative aspects of customer documentation.