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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:

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Fund
Managers

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FINANCIAL
ADVISORS

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KIWISAVER
PROVIDERS

We're committed to ensuring that the financial services
industry thrives in the face of digital disruption.

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digital empowerment

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.

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fund managers

Create a truly immersive digital investment experience to effectively capture new market segments and grow funds under management.

Empower your customers, simplify the investment process and drive a customer-centric and agile fund management business. Get the tools to thrive in the new digital age.

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fund managers

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financial advisors

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financial advisors

Enhance and support the client-advisor relationship by engaging with current and future clients digitally.

Provide a delightful and unparalleled investment experience to a growing customer base by actively supporting and enhancing your company’s advice experience through an intuitive and engaging digital offering.

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KiwiSaver providers

Foster long-term relationships and empower your customers to reach their financial goals through a curated online experience.

Build a captivating digital experience for your customers. Capture the growing mass affluent and build a sustainable and intuitive business that delivers engaging information to help customers achieve their retirement goals.

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KiwiSaver providers

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digital onboarding

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digital onboarding

Simplify the onboarding process to attract the next generation of digitally native investors.

Create a slick and efficient user experience by making it easier for new clients to sign up and invest in a matter of minutes, saving you time and money.

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robo advice

Open up new channels to market by making investment advice more accessible to a growing customer base.

Open the doors for the next generation of investors to access expert financial and investment advice at a fraction of the cost, while enhancing customer relationships and driving process efficiencies.

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robo advice

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modules

Select from our comprehensive range of digital tools and modules to form a tailored solution that is designed to deliver compliance and administration efficiencies while improving digital client engagement.

digital client engagement

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business efficiencies

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