Solution designed for


Retain existing clients and attract new ones with an omni-channel customer journey, human, hybrid, robo advisory and investment planning.

Digitalizing customer journey

Deliver an enjoyable client experience across multiple channels and devices throughout the entire customer life-cycle in an effective and seamless way.


Adopting a digital
advisory model

Enhance advisory process combining digital and human interaction. Improve investment strategy and execution empowering human governance with robo capabilities.


financial planning

Engage with your clients and deliver investment planning with a full spectrum of services like customer profiling, cash flow analysis, wealth projection, goals setting and what-if scenarios simulation.


Automating securities

Optimize back-office operations reducing cost, risk and ensuring compliance. Maximize productivity via straight through workflows and seamless administration processes.


Advisors network management

Streamline administration, compensation and compliance of your advisory business. Manage complex fee structure, commission policies and incentive programs with a centralized and error free billing process.


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