Solution introduction
Fully automated B2C DPM solution embedding sustainable preferences into client advisory for retail investors.
The first white-label impact investment app with fully automated single-instrument discretionary portfolio management tailored to client sustainability preferences. Harnessing industry-leading quantitative methods and our award-winning portfolio optimizer, this scalable solution delivers cost efficiency, compliant ESG integration, and new growth opportunities for banks and wealth managers by bridging the gap between robo-advisory and personalized wealth management.
