Create your online distribution platform for financial products

Asset managers market your products online on a secured platform without the help of any IT staff

Create a white label financial distribution platform to market your listed and unlisted products.

Online access for all of your customers

Online access for all of your customers

  • Bring everything online, a personalized platform dedicated only to your customers and a place to build your online customer relationship management.

  • Your customers can now update their profiles, investment criteria, subscribe to products, sign juristic documents and manage financial flows based on funding operations of their own.

  • Your clients can follow all updates and changes in their funds, operation documents and can start a live chat with you on the platform.

A private and direct access for each wealth management advisor

A private and direct access for each wealth management advisor

  • Follow up on your distribution network by connecting your wealth management advisors to your online platform.

  • The advisors can follow up with their customers and help them at each step of their online investments.

  • Manage the mandates by allowing access to your products only to a certain group of advisors and to their clients.

An intuitive and complete back office

An intuitive and complete back office

  • Within only a few days you will be able to manage the platform entirely with very little staff.

  • Launch new subscription operations and update all key indicators useful to your clients such as share price, exit price, dividend, return rate

  • Keep an eye on all activity-based data from investors, advisors, subscriptions and legal documents.

  • You can manage your entire platform and functionalities based on your legal obligations from your dashboard.

Distribute and sale your unlisted products online

Distribute and sale your unlisted products online

  • Distribute all types of financial products on your platform : savings products, mutual funds, public corporation, life insurance and more

  • Manage all subscription terms and conditions, attach legal documents, and give access to historical data to accelerate your customers’ subscription rate.

  • Verify all subscription policies by confirming that you have received all payments and signatures on all documents for each project.

Let’s talk about your projects

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