Welcome to the API revolution

Discover our complete wealth management API library for financial entities that want to be marketchangers. A powerful investment software and the best portfolio management tools for creating your own Robo Advisor or Wealth Management solution

Key benefits

CustomerFocused

APIs to create a wealth management software, understand and directly change customer experience

AdvancedAlgorithms

Need a change of direction? Create a predictive model with powerful risk and portfolio management tools

BestDigital Experience

Automate each step to be followed by the client

AIBased

Listen around and build investment profiles based upon customer behaviour and a risk analysis system

Our products

Client Onboarding

KYC, AML.Register your clients complying with local regulation. MiFID II

Profiling

Get the client risk profile and document it, parametrizations capabilities

Online Proposal

Use our investment proposal method to perfectly meet your customer needs

Investment Process

Get all customer info about their investment & portfolio analysis

Rebalancing

Automatically rebalance your clients’ portfolios and make adjustments to the asset allocation

Online Reporting

Accurate data about their investments, with an automatic, scalable and flexible reporting

Monitoring & Alerts

Compliance & commercial alerts using the best investment financial software

Client Digital Onboarding

An intuitive and well-structured digital onboarding process including KYC, AML and electronic signature. Register clients using the best investment portfolio software

Dashboards

Display customer information with a complete investment monitoring software

CRM

360º view of the customer’s personal, financial and wealth information

Model Portfolios

Model portfolio management software, solid portfolios basis for advisory and discretionary portfolio management

Rebalancing

Automatically rebalance your clients´ portfolios and make adjustments to the asset allocation

Goal Based Savings

Long term investment goals for customer based on intelligent investment

Investment Proposals

Personalised investment proposal in accordance with the client’s needs

Portfolio Analytics

Robust analytics for all portfolio calculations, performance and trades

Monitoring & Alerts

Compliance & commercial alerts using the best investment financial software

Lead Generation

Send your next campaign to a segmented list of customers and prospects. ROI

Reporting

Accurate data about investments, with an automatic, scalable and flexible reporting

Business Intelligence

Visualize all your data to understand it, and facilitate decision-making processes and anticipate future events

Order Management

Monitor the orders that result from the investment proposals and rebalancing processes and send them automatically

T-Report

Accessible analytics about each asset in the solution

Multi Asset Screener

Interactive screener of customers, assets and portfolios in just one click

Compare Tool (watchlist)

Choose your favourite assets and compare their performance, returns and risks using our charting tool

Alerts

Set alerts and receive notification of changes to your portfolio. Receive alerts using your preferred device

Investment Opportunities

Recommended assets or investment ideas based on analytics

Financial Planning Tools

Make the correct and most profitable investment decisions with an asset investment planning software

Market Sentiment Analysis

Anticipate market price and data with a powerful market sentiment tool

Portfolio Reporting

Accurate API about investments, with an automatic, scalable and flexible reporting

Risk Analysis

Advanced risk and performance calculations for efficient wealth management, even without integration

Performance Analysis

Calculate the performance of your portfolio with a robust investment performance management software

Trend Analysis

Keep updated about market data and trends with our management API

Market Sentiment Analysis

Anticipate market price and data with a powerful market sentiment tool

Investment Opportunities

Recommended assets (accurate buy and sell signals) or investment ideas based on quantitative trading rules.

Access our developer portal

Full range of APIs for investment tools and wealth management to customize and create your own solution. Develop state of the art solutions to meet your most demanding needs

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Characteristics

Easy Integration

Experienced data integration with in-house or third party solutions

High Scalability

Grow as you need the investment software solution to boosting your profitability

Reduced Time-to-market

Increase competitiveness and adaptation to new trends with up to date APIs

Stay Compliant

Robust software to always meet local regulations. MiFID II

Security

A wealth management software that implements the latest rules on security

Who trusted us

Further information

Talk to one of our experts and discover a state of the art wealth management software

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