The B2B engine powering digital wealth management
of customers it chooses.
Partnership Models
White Label
Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic.
Hybrid
Offer seamless Robo-Advisory services through your own front end by way of API integration. Own your product’s look and feel and add to your existing offering
API Integration
Incorporate a white label Robo-advisor that your customer can access via your existing portal, without having to go through an additional onboarding process.
SaaS
If you’ve your own suite of authorisations, consider incorporating digital wealth management services to your existing offering by licensing our technology stack
White Label
Hybrid
API Integration
SaaS
Customize your offering
- Own the branding.
- Customize or develop your own front end.
- personalize statements and reports
- Customize your suitability questionnaire.
- Portfolios (currencies, asset allocation, building blocks, weights, rebalancing).
- Portfolio creation options
- Act under your own regulatory authorisations or, under the ETFmatic/Aion’s license, which can be passported in 32 European countries.
We’re modular in nature and in our Pricing
Lock
Custody and Execution
Customer Support
KYC | AML | Risk Profiling
Reporting and Invoicing
Tax Wrappers
Pricing
Lock
And we have a banking license which can be passported in 32 European countries to get you up and running in no time
- Carry on a regulated activity
- Hold client money
- Arrange deals in investments
- Deal in investments as an agent
- Make arrangements with a view to transactions in investments
- Safeguard and administer assets
- Passport across Europe
We’re modular in nature and in our Pricing
Basic
- Onboarding
- Money Flows
- Portfolio Management
- Custody and Execution
- Tax Wrappers
- Operations
- 1st Line Support
- 2nd Line Support
- Tech/IT Support
Standard
- Onboarding
- Money Flows
- Portfolio Management
- Custody and Execution
- Tax Wrappers
- Operations
- 1st Line Support
- 2nd Line Support
- Tech/IT Support
Premium
- Onboarding
- Money Flows
- Portfolio Management
- Custody and Execution
- Tax Wrappers
- Operations
- 1st Line Support
- 2nd Line Support
- Tech/IT Support
what costumer say about us
Stefanos Nikolaou
I’ve been using their services for a few months now, so I do not have a real opinion about their portfolio efficiency yet. So far, I have come in contact with them a couple of times and I am totally satisfied with their customer service.
André Alves
For me it was a clear option since they allowed to create accounts in Portugal and had the lowest fees, more than 1 year investing and I have nothing to complain regarding customer service, easiness to understand where my money was etc
Dan Williamson
Consistent, regular communication about investments, 6 month prompts to review your goals and a really easy interface to check your different investment goals. Very simple robo investor that I have used with no issues since 2017.
Ben
I’ve been using ETFmatic for more than 4 years and I believe it’s the best investing platform you can use in the EU for passive investing in stocks. Thanks to very low fees and excellent ETFs, I’m very happy with the performance of my portfolio.
Do you have a question?
We’re available 24/7, we are waiting for you
don’t forget to put your E-Mail Address
