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
We're committed to ensuring that the financial services industry thrives in the face of digital disruption.
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.
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.
fund managers
financial advisors
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.
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.
KiwiSaver providers
digital onboarding
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.
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.
robo advice
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.
