A configurable SaaS platform that powers investor onboarding, wallets, product distribution, transactions, and back-office operations. Launch investment programs in weeks, not months.
A complete end-to-end digital experience allowing clients to onboard, invest, and manage their portfolio seamlessly.
Automated KYC and suitability assessments to verify client identity and risk profile instantly.
Secure wallet creation enabling seamless deposits, internal transfers, and withdrawals.
Visual catalog of capital products with detailed factsheets and performance data.
Streamlined flow for clients to subscribe to products or commit capital directly.
Native integration with major payment gateways and bank rails for funding.
On-demand access to portfolio balances, statements, and tax documents.
A powerful back-office dashboard providing total control over capital, compliance, and investor relationships.
Comprehensive dashboard visualizing capital flows, investor activity, and product performance metrics.
Upload and manage investment products, factsheets, and terms for client discovery.
Process client-submitted KYC documents and agreements with approval workflows.
Monitor, reconcile, and approve deposits, withdrawals, and investments.
Role-based access control (RBAC) with detailed logs of all admin actions for compliance.
Full auditable log of all activities, status changes, and fund movements, filterable by date and type.
Essential built-in capabilities powering the security, compliance, and user experience of the platform.
Scale your platform capabilities with specialized modules for AI automation, advanced operations, and enhanced client engagement.
Intelligent assistant for operations support and automated sales lead qualification.
Automated Net Asset Value computation engine with historical tracking.
Complex entity flows for B2B clients, family offices, and institutional investors.
24/7 investor support bot capable of answering portfolio and FAQ queries.
Digital management for Annual General Meetings, voting, and resolutions.
Direct integration for transactional updates and client communication via WhatsApp.
Rich HTML templates, marketing automation flows, and open-rate tracking.
Fee-reduction codes and promotional tools to drive investor acquisition.
Integrated ticketing system and support desk for investor relations teams.
Real performance metrics from live client deployments.
Designed for organizations that need to launch investment programs quickly and efficiently.
Launching new funds/products
Digitalizing client operations
Building investment products
"It takes weeks to approve a new investor manually."
"We use separate systems for wires and tracking."
"KYC/AML checks are a manual bottleneck."
A structured, proven methodology to take you from discovery to go-live with confidence and compliance.
Book a comprehensive walkthrough for your sales team to master the platform features.
Book Session →Define target segments and tailor the sales messaging to specific client pain points.
Identify required plugins and third-party integrations for the initial rollout.
Get support from our expert team for onboarding new clients.
Have a question or want to discuss your investment platform needs? Reach our team directly by email.
Email us at [email protected]Find answers to common questions about our platform and services.