Award winning end-to-end digital transformation solutions for next gen wealth management.
These tried and tested solutions allow you to go-live
faster, cheaper and with lower implementation risk.
Transform your business from product sales to portfolio advisory. Our technology allows to you bring tailor made advice to all client segments, while incorporating your inhouse intelligence, such as your house view. You may also choose to support advisor inclusion with a hybrid, bionic approach.More details
Reduce the burdens of your operations department whilst upholding the highest standards in efficiency. Our digital modules create time and cost efficient workflows, tailored to your organisation.More details
Founded by two finance professionals
Employees across three continents
Institutions using our technology
Individual advisors using our platform