Wealth technology to power better financial experiences.
We develop intelligent wealth management platforms to boost digital client engagement, while empowering your employees through improved business efficiencies and digital processes.
Digital wealth management platforms developed for:
Fund Managers
FINANCIAL ADVISORS
KIWISAVER PROVIDERS
Latest research 2023+
What does the future look like for investment providers, and do you have the correct strategies to adapt and grow? Our latest report details the top financial services and fintech trends likely to stick over the next couple of years.
Digital tools to drive investor engagement.
We develop white label wealth technology that improves customer retention and communication, while streamlining your operations and compliance.
Technological disruption and shifting market trends have created a massive opportunity for financial service providers to open up new channels to market. Our digital wealth management platform combines technological efficiencies with human connection to enhance and better support client relationship management.
Innovative wealth technology solutions.
We're committed to ensuring that the financial services industry thrives in the face of digital disruption. Our solutions can be customised to match your unique business requirements and branding.
Financial Advisor Platform
Give your advisers the digital tools they need to support and amplify their client relationships in today's digital age.
Robo Advice
Service the next generation of investors by providing real-time access to expert digital investment advice.
KiwiSaver Provider Platform
Grow market share and empower investors to take charge of their retirement goals through automation and self-service tools.
Fund Manager Platform
Easily attract and manage modern Investors with a slick digital investment experinence
Digital Onboarding
Open up new channels to market and automate the sign-up process for investors.
Our clients
From wealth advisors to fund managers, KiwiSaver providers and wholesale investment providers, we're proud to work with some of the industry's most innovative and forward-thinking companies.
