The B2B engine powering digital wealth management

ETFmatic can enable ANY business to provide online investment management services to ANY range 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.

API Integration

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.

Hybrid

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.

Customize your offering

As much or as little as you wish

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Look

Own the branding.
Customise or develop your own front end.
Personalize statements and reports.

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Content

Customize your suitability questionnaire.
Portfolios (currencies, asset allocation, building blocks, weights, rebalancing).
Portfolio creation options

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Regulatory

Act under your own regulatory authorisations or leverage ETFmatic’s permissions, valid in 32 European countries

And allocate the following as you see fit!

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

Premium

  • Onboarding
  • Money Flows
  • Portfolio Management
  • Custody and Execution
  • Tax Wrappers
  • Operations
  • 1st Line Support
  • 2nd Line Support
  • Tech/IT Support

And we have all of the necessary Pan-European authorisations 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

Testimonials:

"ETFmatic has a very flexible solution. We wanted to gamify, compartmentalise and further streamline the onboarding process. ETFmatic helped us every step of the way, and fulfilled their promise to deliver us a truly unique offering."
Savings App
Spain
"ETFmatic provides the most comprehensive and efficient system that we have come across. Their API documentation is complete, and their development team has been readily available to help us when requested."
IT Partner
Switzerland
"ETFmatic as an organisation is well structured and organised. We were very impressed with their attention to detail and overall desire to provide a solution and combination of services that suited our needs."
NEOBANK
Belgium

Contact Us

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