Digital-first wealth management for the next generation
Enhance your wealth management capabilities with one of the world’s most advanced, AI-enabled and fully automated wealth management solutions. Fully-fledged features include customer analysis, market analysis, allocation algorithms, product suitability, transaction optimization, post-deal tracking and other modules to provide flexible services to institutional clients. In addition, buy and sell into an existing fund market with 2500 international fund products and growing.
Provided Minsheng Securities with technology solutions for a fully automated Robo-Advisory business. Achieved $20 million Asset Under Management in the first year of operation.