Offer premium digital account features and streamline new account processing, account funding, model management and trading, all from a fully customizable white labelled mobile app and website. Integrate accounts from multiple custodians and generate unified reports and statements for individuals and households.
Seamlessly integrate digital investment advice within your apps and retain existing customers and attract new ones. Choose from a wide selection of industry leading investment managers and models.
Launch your own ETFs and funds with the technology and capabilities of a market leader. Use the model marketplace as a new distribution channel for your models.
A comprehensive suite of front, middle and back office services for the buy and sell side. Traditional custodians can offer API driven wealth management services for the advisors and investors of the digital generation.
Our dedication to client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of the fintech industry. We combine an unwavering client focus with in-depth experience and leading-edge technology to offer an unrivaled breadth of products and services.
As a specialist provider, we work closely with our clients to develop a thorough understanding of their needs. This client-centric approach enables us to deliver a comprehensive array of customized solutions that assist our clients achieve their business objectives, across all phases of the investment process. For a free, no obligation consultation please call our relationship managers at 212-671-1030.
