Use data-driven tools to transition from a product-sales model to a portfolio-advisory one. Our technology allows you to incorporate your in-house views and research, as well as deliver tailor-made recommendations to clients to increase overall conversion
Products
Goal-based wealth planning
Empower clients and advisors with a platform to construct portfolios around a client risk profile and financial goals
Portfolio proposal comparison
Provide your salesforce with an award-winning portfolio simulation tool to substantiate your product recommendations through real-time impact analysis. Tailor investment proposals and illustrations in a manner of seconds.
AI portfolio construction
Designed with both advisors and clients in mind, use our patented artificial intelligence-driven engine to construct and optimise tailor-made portfolios.
Investment explorer
Empower your advisors and clients alike to easily discover, track and compare funds, stocks, bonds, options, warrants and structured products.
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