Increase your revenue per customer by offering an automated investment solution.
Empower your customers to put their investments on auto-pilot. This fully digital experience builds and manages portfolios, giving you the flexibility to offer a set of model or individual and themed portfolios. With full automation across the entire value chain, customers get a totally seamless investment experience.
Empower your customers:
- Automatically build portfolios to match their risk profile.
- Manage their investments daily to give them peace of mind.
- Engage them with in-depth portfolio analytics.