Solution introduction

Launch your own firm-branded platform

Unify and scale portfolio management

White Label Integrations deliver a firm-branded portfolio management platform designed for customized model portfolio delivery at scale. Each launch includes a dedicated login environment and branded experience aligned to your firm's identity and investment philosophy.

Branded experience
Launch a fully customized platform with your firm’s logo and domain, offering your advisors a consistent and trusted digital experience.

Seamless implementation
Go live quickly – no internal development or heavy integrations required. Our team handles the end-to-end implementation.

Centralize portfolio management
Unify portfolio account data and investment strategies in a single, streamlined interface for enhanced oversight and operational efficiency.

Scalable customization
Leverage STRATxAI’s proprietary infrastructure to customize portfolios at scale while maintaining brand consistency and regulatory compliance.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.