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.

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

Launch your own free standing, self branded Robo-Advisor complete with customized Android, Apple, and Web applications developed and managed by ETFmatic.

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.

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

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

01
Awesome Design
  • Own the branding.
  • Customize or develop your own front end.
  • personalize statements and reports
02
Content
  • Customize your suitability questionnaire.
  • Portfolios (currencies, asset allocation, building blocks, weights, rebalancing).
  • Portfolio creation options
03
Regulatory
  • 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

We’re modular in nature and in our Pricing

Basic

For most businesses that want to optimize web queries

Basic

For most businesses that want to optimize web queries

Premium

For most businesses that want to optimize web queries

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.

5/5

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

5/5

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.

5/5

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.

5/5

Do you have a question?

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