A platform that utilises technology to enhance productivity

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Around the clock financial recommendations on a platform available at your finger tips.

Gain access to unified display of market and house view recommendations when meeting clients. Recommend relevant invesment ideas for client's portfolio.

Users are provided with data at their fingers tips. Data and distribution for the solution is powered by our partner Thomson Reuters.

 

Wealth Managers

Private Banks

 

Core Features of Intelligent Advisory 

Simple, straightforward and accessible

 

Case Study

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The Challenge: 

Thomson Reuters had been receiving many requests for a digital advisory solution from their private banking clients, as the traditional robo advisory concept did not suit the needs of the private banks or relationship managers (RM). The challenge was to create an appropriate solution that involved the RM while also benefiting the end client.