Global Coverage
Suitable for various
financial institutions 
Your single interface to an inter-connected world of FI’s globally; whether Banks, Wealth Management’s, SME’s, our FinTech Platform connects instantly.
Product Packages
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Product Overview
Client Manager
A comprehensive solution for Multi-Asset brokers to optimally manage their Clients, Compliance, Sales & Operations etc.
Below are some of the key highlights:
- Client Management.
- Service Tickets.
- Sales Management.
- Reports & Dashboards.
- Client Portal Configurations.
- Integrated with interactive brokers and other reputed trading platforms.
Client Portal
A rebranded client portal specifically designed to provide a unified and intuitive user experience for your clients.
Below are some of the key highlights:
- Digital Onboarding.
- Intuitive Dashboard.
- Account Management.
- Multi-Currency Wallet.
- Statements & Reports.
Digital Onboarding For both Retail and Institutional Clients
Clients can easily, onboarded regardless of channel – in-branch, laptop, tablet and mobile, all the while ensuring a consistent experience.
Below are some of the key highlights:
- Mobile first design.
- Built-in two Factor authentication.
- Integrated Docu-sign.
- Integrated eKYC, AML, PEP checks.
- Extendible Client Portal with Intuitive Dashboards and Integrations.
- Built-in Communication Channels (Email / SMS / Whatsapp / Help Desk.
Headroom to Grow
With our open APIs and infinitely extensible architecture, our platform delivers peerless client experience solutions, that grows in step with your business(Banks and other Financial Institutions). Need to pivot? No problem, we’ll gladly assist/help you.
Take a Personalized
Platform Demo
The Technology Provider to the Global Financial Services Industry.
