The presentation module is a simple-to-use, web-based interface to generate and share presentations with pre-approved content and design.

The Standard module enables the creation of client reports with pre-defined content, such as transaction advices & portfolio statements.

Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation.

My Wealth app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings an engaging digital experience and holistic portfolio overview to the clients and helps them understanding the composition and historical progress of their portfolio.

Real-time video consulting solutions for banks.

The Interactive module enables business to create and edit a document in real time on their devices, seamlessly integrating it into business processes.

Qwil Messenger is a single persistent chat app for everyone, allowing clients of multiple firms to safely engage with their staff representatives within a branded space, fully controlled and coordinated by each firm.

Proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs and acting on their behalf. We provide day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small business customers.

Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.

AirWealth is the NextGen CRM and client portal dedicated to Wealth Managers. Thanks to data analytics and a modern user interface, the RM increases its sales effectiveness and operational efficiency while staying compliant. The Client Portal offers digital reporting and interactions capabilities.

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.

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.