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

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

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

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
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
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