Wealth Management Solution

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.

Asset portfolio modelling engine
Robo financial advisor with built-in KYC and advisor management back-end
Financial asset trading platform

Why Work With Us

  • Proven solution supporting 70 fund companies, 200,000 investors and transactions worth 5.8 Billion
  • Digital-first solution built for mobile audience
  • Portfolio allocation driven by bigdata and machine learning
  • Templated Know Your Customer questions tailored for local markets
  • Automated trading and rebalancing without human intervention
  • Access to an existing pool of 2500 fund products globally, and expanding

Success Stories

partner

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.

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