The platform provides features for Banks and Credit Unions, Investment managers, Brokerage and Trading, Insurance Companies. These features vary on a company type and some of them are:

  • Personal Investment Management
  • Mortgage/real estate — mortgage lending, digitization, and financing platforms
  • Surveys automation for creating an investment profile and personal financial plan
  • Monitoring of budgets implementation, financial goals, and plans
  • Artificial Intelligence for selection best products based on user needs, choice and insurance history
  • Necessary information about products and services
  • Wealth management — investment and wealth management platforms and analytics tools
  • Chatbots and AI assistant
  • And many more

Example: name@companyname.com