Solution introduction

All-in-one, comprehensive wealth management platform

Meet the next evolution in wealth management, serving the people who serve the world

White label robo advisor solution
Tradingfront includes reliable, easy-to-use features for automating virtually all aspects of account opening, rebalancing, trade analysis and client management.

White label platform
We take an open-architecture approach across custodians, investments and technology solutions. We work with your brand, your investment philosophy, your workflows and your relationships.

User onboarding
We created and implemented a user-friendly platform by simplifying the account opening process. Your clients can open an account directly on your website in just a few simple steps.

Fully automated trading
We deliver much more than portfolio rebalancing, ensure your professional portfolio are up-to-date and stay true to your original strategy. Automate your model portfolio construction and management. Keep your professional portfolios always current.

Risk tolerance profiling
Understand your client's risk tolerance in a few minutes, so you can give more personal and tailored advice. Spend less time understanding your clients and spend more time building a lasting relationship and scaling your business.

 

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.