Deliver a superior customer experience, while reducing execution and transaction costs.
Our solution allows you to set up client saving plans – ranging from basic one-time orders to complex investing – with differing goals and risk appetite.
Model portfolios can be set up easily, with automatic monitoring, re-balancing and investing of funds, through easy to understand products targeted at both affluent, mass affluent and high-net-worth individuals. Our automatic model and trading solutions will help you service a greater number of clients, with superior quality and customer experience.
Lead Solution Architect
Faster time to market solution with standardised services delivered through a single platform, with the ability to configure core modules as your business evolves.
A single standardised API provides cost efficiency, utilising the same API across internal or external channels and platforms. Case handling workflows are automated, saving time and resources.
Long-term strategy is secured through technology- and platform- independent solutions, ensuring there are no spikes in investment due to future changes in technology.
Savings and pensions can be set up on an individual or group basis, with a standardised product engine to tailor offerings accordingly, through a complete pension saving platform.
Reconciliation of risk, asset re-balancing and re-investment is automated, in a simple to monitor service.
Standard model portfolios are easily configured for individual customisation.
Tax reports and payments following retirement are automatically produced. Insurance events are automated, including re-buy, death and transfer to beneficiaries.