Centrally manage high-value portfolios across accounts, automating workflow from personalized goals-based planning and asset allocation to ongoing supervisor, rebalancing, trading and customized reporting tailored for high-net-worth clients.
02
Robo-Advising
Employ APIs to ingest client risk profiles then algorithmically construct, implement and automatically rebalance low-cost ETF portfolios without human intervention, lowering barriers and increasing access to affordable investment services.
03
Financial Planning
Run simulations modeling portfolio performance under different economic scenarios to optimize tax efficiency, visualize impact of asset withdrawals on retirement balances, and refine recommendations holistically.
04
Compliance Monitoring
Automate sophisticated rule-based checks that individual portfolios and aggregate book compositions satisfy complex regulatory, prospectus or mandate constraints for different customer segments in real-time.
Credit Scoring and Analytics
Make Informed Lending Decisions
Our proven analytical models and scoring tools evaluate thousands of variables to assess each customer's risk profile and future financial behaviors.
Use the power of open data through our secure and scalable platforms. As a trusted intermediary, we connect diverse banks and fintechs to conveniently and profitably exchange customer insights in compliance with open banking regulations.
Simplify Payments Processing
Rely on our single API integration to accept all major payment types across channels. As a payment facilitator, our platform handles authorization, settlement, reconciliations and compliance to simplify accepting and routing funds globally.
Drive Growth Through Contextual Offers
Employ our flexible APIs and tools to deploy hyper-contextual financial products at the moments customers need them most. Whether embedded in a marketplace, retail or messaging app, our solutions enable seamless borrowing, saving, investing and paying experiences beyond traditional banking interfaces.
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Go to Use Case Title
What Are the Advantages You Should Expect?
Automation
Streamline repetitive processes from complex trading and rebalancing to standardized reporting using workflows and approvals, freeing up advisors for high-value client services.
Scalability
Efficiently manage high volumes of individual or small accounts across distributed teams through unified data models, pre-configured templates and rules-based automation.
Customization
Segment clients and tailor goals-aligned asset mixes, communications and ongoing relationship management drawing from rich customer profiling and preferences data.
Visibility
Consolidate performance transparency, attribute drivers and historical analytics across accounts, advisors and asset classes through dashboard views against benchmarks.