ETFmatic helps advisors focus on their clients
Our white label solution will help you spend more time with your clients while ETFmatic takes care of your back office.
On your terms.
Define your own terms of service and pricing structure
Your financial expertise.
Configure your own risk map and asset allocation rules
A complete back-office.
ETFmatic provides you with automated portfolio rebalancing, trade execution and reporting.
Configured to your needs.
Instances can be deployed with different country configurations, currencies, indices and tax models.
Always up to date.
The service benefits from any new features we keep adding to ETFmatic’s app and engine
Flexible, powerful, transparent
We offer both business as a service (priced per account) and revenue-sharing agreements. Contact us if you’d like to explore how we can work together.