Solution introduction

The building blocks of a modern wealth management proposition

The unified middle and back office operating system for wealth management and retirement savings

The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and orchestration of middle and back office processes, as well as through remote maintenance and updates. You can start building your proposition now and get to market three times faster and 40% cheaper than other technology solutions.

Key Data

Year launched
  • Subscription (SaaS)
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Financial Advisors
Client Regional Presence
  • Western Europe

Wealth Operating Platform

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