_ Self Investor
A white-label execution-only platform for easy investing.
The digital platform self-investors have been waiting for.
Roughly one in five retail investors is deemed to be ‘self-directed’. Not only do they want more control over their investments, but they want to become better investors. As such, they seek inspiration and education.
Novice and seasoned investors alike often lack a robust yet intuitive online investment platform, wherein they can develop investing skills and build a well-balanced portfolio around their own strategy and personality. A jargon-free platform that guides novice investors through the early days and grows with them as they become more experienced.
What if these investors could turn to the financial company they already know and trust?
A platform that guides them in the early days and grows with them as they become more experienced.
A robust and state-of-the-art solution that comes with many benefits:
Fast go-to-market
Enhance your digital offering and significantly reduce time-to-market compared to building a proprietary solution from scratch.
Low market entry fee
Replace a large one-off capital expense with an operating expense, freeing up capital.
Win clients
Retain clients with a low-entry solution. Win back clients that sought online execution elsewhere. Gain new clients with an attractive, appealing platform.
Increase revenue
Activate sleeping savings and earn additional revenue by generating transaction (or other) fees.
Designed to inspire, empower and engage.
Designed to inspire, empower and engage.
Inspire
Investors can access current investment themes, sample portfolios and strategies, and use snackable content and edutainment to prompt investment ideas.
Empower
Irrespective of experience, investors can plug into detailed analyst recommendations, ratings, watchlists and alerts, plus fundamental and technical analysis.
Engage
The use of ‘social layers’ allows investors to discover popular strategies, access the most traded stocks, and employ peer benchmarking to keep them engaged.
Discover our Product Suite
Robo Advisor
A highly configurable automated investing platform that delivers hyper-personalised portfolios for goal-based investing. Discover more
StoryTeller
On-demand, hyper-personalised and narrative-based portfolio performance reporting. Discover more
Portfolio Optimizer
A cloud-based portfolio construction framework that allows customisation at scale. Discover more
Insight APIs
A suite of API-enabled solutions to guide wealth customers in their investment decisions. Discover more