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Digital investment advice that empowers customers to make better decisions.
Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest.
Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser.
Increase profitability for your wealth management channel by lowering the cost to advise while increasing the number of advised customers.
User friendly
Smart and easy-to-use fact-gathering enables our investment journey to assess capacity and suitability to invest.
Configurable
Allows you to use your own investment products and strategies.
Flexible
Capability for single and regular investments, and consolidate or replace existing products.
