Our Hybrid Wealth app gives a seamless customer experience across all client touchpoints.
It empowers users to intuitively manage their investments by themselves or work with their advisor. It also gives operations teams comprehensive service and productivity tools.
Wealth Robo allows you to give great service with the efficiency of an automated approach. It makes it easier for your clients to select best-fit investment products at lower costs.
Advisor Copilot uses generative AI to supercharge your advisors and enable them to instantly answer all of their own and their clients’ queries, with full compliance.
Our Credit marketplace that links multiple lenders with distribution partners. It handles secured and unsecured loans and manages the full customer journey from origination to arrangement.
Risk Analytics deconstructs portfolios across booking centers into underlying instruments, bringing much greater transparency for risk, compliance and advisors.