Marketplace

The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios.

Not every customer you have will engage with you in the same way. That’s why we provide ongoing customer engagement through personalised content and smart analytics, allowing you to tailor your approach.

Essential to Artificial Financial Intelligence™ are the financial recommendations themselves.

Use ABAKA’s Open Retirement, Open Savings and Open Banking technology to simply and seamlessly aggregate your clients' externally held accounts

Hyper-personalized engagement is an essential part of customer acquisition & retention. Intelligent Nudges provides that, employing machine learning across big data to deliver hyper-personalisation engagement.

Enterprise level conversational artificial intelligence/natural language processing with deep domain-specific knowledge on retirement, savings & investments.

Boost your conversion rate with atpointTVE, the top solution for digital appointments. It will be integrated directly into your prospects pipeline and enables clients or prospects to make an appointment with your consultants in a few clicks.

GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.

The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

LPADoc merges knowhow and technology, so that you can automate the creation of your processes and documents. It enables the automated creation of PIBs, KIDs and all documents around your individual products and related digital equivalent, i.e. explanatory and educational videos.

Banks of any size get clear-cut benefits from automating contact centres and making self-services easier for customers in all channels by deploying NLP/NLU-enabled chatbots, personal assistants and other speech tech tools united within the Spitch conversational platform.

vlot helps banks to be present in their clients’ relevant life events. Individuals/families get easy access to a holistic analysis of 1st & 2nd pillar risk benefits combined with a flexible life insurance to close existing income gaps.

OPAL is a software solution for financial institutions globally, providing goal-based financial planning models. This enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.

Developed for professional and retail investors, it is fastest and easiest to use system for options strategies. Constructs trades, precisely fitting the investor’s risk-return profile and makes it easy for the client to understand risks and analyze their holdings performance.