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
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.
digital client engagement
- mobile app
- customer dashboard & investor portal
- online investment
- Risk Profiling
- financial calculators
- investment & performance tracking
business efficiencies
- eKYC
& eAML
- OCR
- Biometrics
- Advisor Portal
- Admin & Compliance
Portal
- User analytics
- CRM
wealth technology to empower and delight your customers
Get the digital wealth management solution that digitally transforms your business through interactive and innovative client engagement tools. Our white label wealth technology solutions make it easier to service a growing customer base, helping you to grow and protect your margins.
Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.