A platform that empowers advisors with better intelligence to help make financial wellness a reality

From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better

CRM Dashboard

Onboarding and Opportunity Tracking
Financial Content Marketing

Advisor Dashboard

Asset allocations Lab and Evidence Based Model Portfolios

Client Dashboard

Portfolio rebalancing and Risk Profiling
crm dashboard
advisor dashboard
customer dashboard

CRM Dashboard

Prospect Clients

Automated Content Marketing and Opportunity Tracking.

Existing Clients

Activity Streams and Digital Content Marketing.

Extra Features

Social Media Posts Automation. Tags Engine.

Advisor Dashboard

Actionable Evidence Based Model Portfolios. Rebalancing Engine.
Customisable Modules
Model Portfolio Academic Research
  • - Science backed questionnaire
  • - Device neutral front-end
  • - Portfolio construction framework
  • - Hybrid robo-human module
  • - Tilting preferences
    (sectors, ESG, committe views, etc)
  • - Engaging customer onboarding
We scout for the latest academic research that backs successful investing ideas and we make it actionable as a disciplined investment approach designed to meet advisor's clients unique goals.
We built a menu of evidence based model portfolios. Our models are designed to help advisors seeking better returns for their clients throughout a spectrum of risk objectives including conservative, moderate and aggressive.
You can combine different evidence based investment strategies. Examine your portfolio allocations by geography & market sector.

Customer Dashboard

A clear and intuitive dashboard designed to help your client manage their goals.
24/7 access to their portfolio performance.
Personalised portfolio forecasts.
Manage recurring deposits and withdrawals.
View transactions, cash reserves etc.