Augment your platform with unique insights and hyper-personalised reporting.
Are you curious about how to keep your customers engaged through their digital wealth journey?
Creating meaningful insights and reports can take hours or even days, but you want to inspire and retain your customers without spending high costs and large amounts of time on the task at hand.
Your customers might need help understanding the financial information they're receiving and could feel overwhelmed by an overload (or lack) of data, making it difficult to reflect on their investments or find inspiration to take on the next investment decision. You want your customers to trust you, and you want to cater to a wider audience of investors, from beginners to experts.
The difference between ordinary and extraordinary, is the little extra.
What if we told you that our Insight APIs and StoryTeller inspire and enable investors to make better investment decisions by providing them with hyper-personalised information and actionable insights?
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting.
Insight APIs
A suite of API-enabled solutions to guide wealth customers in their investment decisions.
