Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.
Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.
Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It enables businesses to make saving and investing more straightforward and intelligent for their clients.
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.
Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle.
Ohpen is a ruthlessly effective cloud-based core-banking engine. It is built for one purpose only: the efficient administration of retail investment and savings accounts.
Helping personal and private banking business units realize their corporate digital advisory strategy, keeping a personal client relationship through high-end, accessible and personalized tailored investment advisory service delivered directly to their smartphones.