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.
Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic.
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.
Incorporate a white label Robo-advisor that your customer can access via your existing portal, without having to go through an additional onboarding process.
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
Own the branding.
Customise 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 leverage ETFmatic’s permissions, valid in 32 European countries