Our API allows you to offer investment services to your users inside of your app.
We are building an interconnected system of broker-dealers, registered investment advisors, and exchanges.
We know time to market matters. We streamline the process to help you get to production in a few weeks.
Offering investments in-house is expensive: hiring a compliance officer, portfolio managers, and analysts to working with big law firms. We take care of the whole process.
Your customer's investments are safely managed by a world-renowned accredited clearing and custodian firm.
Create and offer the next generation of wealth management services to your users.
Build an investment management arm inside your app.
Show instant investment performance and additional information about your customers' investments.
Your users’ funds will be invested in professionally-managed portfolios.
With a few lines of code, we simplify regulations, taxes, and investment management.
Securely access a robust suite of tools in one effortless integration.
A seamless experience: for you and your user.
Once an user has created an account, they are able to see instant performance of their portfolio without leaving your app.
We help you integrate the API, and embed it in-app to keep your neat user experience.
Your user sees the “Invest Now” button within your app. They click it and fill out a quick form.
Our onboarding captures and transfers the information. We take care of KYC & AML.
With the information, our investment advisor begins to work on the investment portfolios.
Be one of the first to offer investment services