Our solutions

A holistic WealthTech approach to solve our customers’ specific demands

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Tower

Wealth Management Platform for Advisors and Financial Planners

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Wealth & Asset Management Automation

Create an advisory process that combines both human and digital approches for every type of segment, using automated solutions

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Robo Advisor

White-Label Discretionary Management Portal

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APIs

Solutions towards a digital transformation in Wealth Management

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DIY Investors

White-Label Self-Management Investor Portal

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Fund Solutions

Fund Marketing and Research Solutions

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Model Portfolio Services

Advanced Risk-Rated Model Portfolios

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