- You reach us via the preferred medium, and we start the initial discussion.
Real-time investment consulting
Fine-tune investment recommendations within your platform with powerful automated tips that help you stay up to date with the actual financial picture.
Streamline multiple tasks and processes executed daily — client onboarding, relations management, reporting, and more — with a set of automated modules that will help you cut operational costs, save time, and deliver more value.
Intuitive end-user experience
Make the work of your employees and consumers fast and flawless by providing them with dedicated performance and analytical tools to monitor and process massive data volumes at a time and guide advisors with data-driven market insights.
Direct client-advisor communication
Establish universal channels of communication for clients and advisors by adding text messaging and video chat features and the calendar to schedule meetings.
Gain the edge in the race against competitors with AI- and ML-based prediction modeling features providing you with data-driven insights in real-time.