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, where 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.
A platform that guides investors in the early days and grows with them as they become more experienced.
Key benefits of our self-directed investment platform:
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 expenditure 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.
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.
