Serve your clients with customized investment portfolios, aligning their investment goals with their personal criteria
Prospect new clients better
Embed Thematic digital onboarding form to your website in 2 clicks and start prospecting new clients better.
Build deeper relationships
Thematic offers wide range of personalization options to suit your client's criteria. From ideas and causes to support, activities and sectors to avoid, risk criteria to options like defining your own ETF pools.
Turn client’s interests into a narrative
ETFs and index suggestions by Thematic come with detailed explanation on how the suggestion reflects client's criteria so you can have unique conversations with them, reflecting their values.
Thematic can filter out a number of ETFs based on client's criteria.
0h Integration Time
Thematic works independently and complementary with the rest of your technology stack.
Helping you grow advisory business is our top priority. This is why we have opened 24/7 channel for listening to your feedback and new feature suggestions.
One month free trial — no strings attached.