Investment Portfolio Management
Optimizing Returns Through Technology Investment portfolio management software helps wealth managers, financial advisors and brokerages efficiently oversee clients' investment portfolios. It automates processes like trade execution, performance reporting, risk management and rebalancing.
01
Wealth Management
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.

Leasing Platform

Digitally Transform Leasing Operations Streamline lease origination, contracting and servicing through our configurable no-code platform.

Open Banking Platforms

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.

Payment Orchestration Platform

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.

Embedded Finance

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.

USE CASES 1

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What Are the Advantages You Should Expect?