Digital Wealth Platform
Bespoke and Goal-Based Wealth Management
APIs for Digital Wealth Solutions
Empowered by High Performance Algorithms and Artificial Intelligence
Our platform covers a wide range of modules for digitization of wealth management. We apply algorithms and artificial intelligence to profile investors based on their goals, to recommend financial products that fit their goals and preferences, to integrate the CIO’s House View, to construct goal-based portfolios and to perform portfolio monitoring.
The platform architecture follows a service oriented approach. All services offer a Web API that can be extended according to client needs.
Digital Capabilities for Next Generation Wealth Management
What Can You Do With our APIs?
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