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Next Generation Wealth Management

Modernize and digitalize your clients wealth management

Equip your clients for future success with the most affordable, advanced and secure digital wealth management platform compliant to regulatory standards.

 

Our Services to Your Clients

What we do:

01 An aggregated view of your clients multiple wealth sources – from real       estate portfolio, to fortune and debt sources 

02 Make the Simulation and Optimisation of your Clients Investment                Portfolios easy and seamless

03 Ongoing Risk and Sustainability analysis

04 Safe and Secure Client Communication in-platform

05 Top of the line Data Security

06 Compliant and Regulatory Banking standards  

 

Ready to get started?

Basic Suite

The basics to start managing wealth and investments:

• Wealth Management Dashboard

• Risk and Performance analysis

• Sustainability Analysis

Advanced Suite

The basics suite plus simulation and trading.

The Basics Suite plus: 

• Simulation Tool

• Trading solution

Pro Suite

The full suite including wealth planning and investment advice.

The Advanced Suite plus:

• Portfolio algorithm with own preferences

• Wealth planning and investment advice interface

• Discretionary mandates

• Wealth planning and Investment advice as required

Ready to get started?

Basic Suite - VIY

The basics you need to start managing your wealth and investments

• Wealth Management Dashboard

• Risk and Performance analysis

• Sustainability Analysis

Advanced Suite - DIY

Includes Simulation and Trading.
The Basics Suite plus:

• Simulation Tool

• Trading solution

Pro Suite - DIWY

The full suite including wealth planning and investment advice.
The Advanced Suite plus:

• Access to portfolio algorithm with own preferences

• Wealth planning and investment advice when required.

• Discretionary mandate

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Wealth Management Dashboard

We aggregate and report your wealth across all wealth sources. We aim to give you a transparent view of your consolidated wealth.

Risk and Performance analysis

We continuously track your holistic as well as your detailed investment risk profile. The risk calculations follows your wealth and investment preferences, so you can always keep track of your risk.

Sustainability analysis

Review and optimize your portfolio’s sustainability with customized reporting and simulation tools, in line with your personal preferences.

Simulation tool

Be in control of your investment decisions. You can build/simulate own portfolio with own preferences on assets, regions, factors and follow you risk while simulating.

Trading solution

We are working on a trading solution which will give you the possibility to gather all your trades on our platform and we secure that the trades will be settled at your preferred bank or custody provider.

Access to portfolio algorithm with own preferences

We give you the possibility to build your portfolio using our algorithm with your own preferences.

Wealth planning and Investment advice as required

You have possibility for receiving wealth managemnet and investment advise when it suits you and to an affordable price

Discretionary mandate

If you prefer, you can let us manage your investments on your behalf through our Discretionary mandate.