Developer of an investment platform intended to empower and be in control of the portfolio. The company's platform offers a clean design, a user-friendly interface, and engaging content to make fund investment easy and open to everyone, a selection of funds with information and the necessary tools to simplify the investment process, enabling investors to find the right funds for them and make informed investment decisions.
Developer of wealth management platform designed to connect people to collaborate on investment ideas and topics, and follow investing trends. The company brings the trading ecosystem to a single platform to allow users to manage portfolios across asset classes and markets, share investing goals, tips, and strategies, join the community of interest meet like-minded people, enabling retail investors, portfolio managers, and investment advisors to learn and earn improved returns.
Developer of a tax-smart investment strategy engine intended to reduce fees, losses and taxes. The company's platform offers model-based practice, analytics and proposals, automated tax management and trading, hereby increasing practice efficiency and effectiveness with the tax-smart implementation of model portfolios.
Developer of scalable software designed for expanding the alternative asset and wealth management industry. The company's platform offers end-to-end solutions designed to simplify and streamline the entire investment process, from fundraising and investor relations to reporting and data management, enabling alternative asset and wealth managers, fund administrators, and investment professionals to enhance connectivity to investors.