We've got all the blocks that you'll need to power your robo advisory platforms. All offered as flexible APIs to enable you to build engaging user workflows and beautiful interfaces.
Know who your investors are - with ease (coming soon)
Onboard & Activate your investors
Give a choice of payment options to your investors
Buy & Sell Commission based and Direct mutual funds
Generate reports for your investors
Recommend funds to your investors
We protect your investor’s data and privacy with the industry standard encryption practices. All our APIs are served through HTTPS encryption protocol from the servers deployed under the best network security standards.
Go ahead and onboard thousands of investors and process millions of orders without having to worry about the scalability of the system. We work hard on the technology in the backend so you have one less thing to worry about as your business scales.
Complexity of operations is the last thing you want to get lost in as your business gains traction. Our ever improving automation algorithms makes sure that you spend less time in low-value daily jobs and more time with your customers in improving their financial lives.