Strengthen and grow your traditional business model with digital wealth management.
Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernise existing business models to remain profitable.
New clients – younger people that might inherit family assets for example – have different expectations of the service they receive. They are increasingly demanding and expect to be able to find information about their investments in a fully digital way. So how do private banks and wealth managers develop digital solutions to retain these clients, while avoiding excessive investment in proprietary systems and keeping up that crucial element of personal service?
Our suite of white-label InvestTech solutions has been designed to help private wealth firms to build on existing expertise and processes, and deliver the next-generation services that will help set them apart.
StoryTeller
Make time-consuming performance reporting a thing of the past.
Story Teller helps wealth managers calculate and report investment performance to end investors in a fully personalised way, using relatable, understandable language. It analyses the drivers of investment performance and outputs the results in an intuitive, hyper-personalised and automatically generated report.
Robo Advisor
Our Robo Advisor is designed as a customisable and low-cost digital wealth management service for retail clients.
It provides Mifid-compliant onboarding and risk profiling, along with portfolio reporting and rebalancing. It is fully customisable at the front end and can be used with your own or third-party funds. It even provides options for fully personalised portfolio construction.
Self Investor
Self Investor is a intuitive and user-friendly online trading platform that helps wealth managers and private banks stay ahead of the competition.
It enables clients to manage a part of their portfolio in a self-execution setup. It allows them to research and trade investments themselves for that part of their portfolio, while the private banker/relationship manager gets automatically informed, providing touch point opportunities.
Insight APIs
Enhance your customers’ investing experience by accessing, embedding and surfacing our dedicated suite of unique API-powered insights.
