Engage your clients, increase loyalty and grow your AUMLearn more
Our technology increases investor engagement by simplifying creation of custom preference-based portfolios investors understand and care about.
Use our data-driven and ML-powered set of tools help your institution create long-lasting connections with your clients.
Major institutions such as Saxo Bank are about to introduce guidance-based thematic investing
"We at Saxo bank see guidance-based thematic investment as an important next step in the democratisation of investment. People will soon discover that the traditional advisory model and even robo-advisory is not the business to be in anymore, and rather this emerging new world of guidance-based thematic investing is the future."
"Many investors are uninspired by plain vanilla investment products. People want more out of their investments, and this isn’t limited to the size of the return – it includes the ability to invest in the areas of the economy that are of personal interest to them – and moreover for their money to be aligned with their personal views of the world. They want to be part of the story."
We combine multiple sources of data with advanced analytics and Machine Learning to enable you and your clients do your best work.
Wizard through which your clients can create own personalized thematic portfolios in minutes.
See client engagement in real-time while creating a portfolio.
Our platform integrates easily with your technology.
Reach the right clients with right products and offer unique services.
Understand your clients, their preferences and habits and increase their loyalty.
Let the power of Machine Learning help you do your best work.
Offer guidance-based thematic investing to your clients and increase both loyalty, volume and AUM.Get Started