How it works

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Fill out company profile
Manage financial products
Push products to Marketplace
Products delivered to clients through chatbots and mobile apps

For Banks and Credit Unions

This functionality is designed in platform specially for needs of Banks, Brick&Mortar, Online Banks, Credit Unions, Neobanks. With this functionality your organization may improve definitely support of your clients, ordering of new products and services in your organization, provide more additional services to your clients, decrease your costs for support and sales.

  • Products Description
  • Creation of consulting dialogues about products and services
  • Survey and products order automation
  • Branches and ATMs addresses setting
  • Subscribers activity analyzation
  • Bank employees creation
  • Tariff plans and payments management
  • Client’s account connection
  • Transactions executing and bills payment
  • Account and transaction information
  • Information about accumulated bonuses and bonus system
  • Personal finances
  • Expenditure analysis
  • Treating a budget, financial goals, and their compliance ver ification
  • Financial health reports
  • Personal finance coach
  • Artificial Intelligence
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For Financial Asset Managers

This functionality is designed in platform specially for needs of Investment companies, Funds, Investment advisers, Wealth management companies, Cryptocurrency funds. With this functionality your organization may improve definitely support of your clients, ordering of new products and services in your organization, provide more additional services to your clients, decrease your costs for support and sales.

  • Products Description
  • Creation of consulting dialogues about products and services
  • Surveys automation for creating an investment profile and personal financial plan
  • Clients managing
  • Client Asset Information
  • Monitoring of financial goals, and plans
  • Control and management of client portfolios
  • Subscribers activity analysis
  • Employees creation
  • Tariff plans and payments management
  • Personal financial plans creation
  • Calculators and tools for future results modeling
  • Automation and personalization of reports
  • Creation and management of trading robots/Robo advising
  • Creating structured products in customer accounts
  • Personal finances
  • Messenger for communication with customers
  • Personal client app
  • Artificial Intelligence
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For Brokerage and Trading

This functionality is designed in platform specially for needs of Classical Brokers, Funds, Cryptocurrency Exchanges and Brokers. With this functionality your organization may improve definitely support of your clients, ordering of new products and services in your organization, provide more additional services to your clients, decrease your costs for support and sales.

  • Products Description
  • Creation of consulting dialogues about products and services
  • Surveys automation for creating an investment profile and personal financial plan
  • Branches addresses setting
  • Subscribers activity analyzation
  • Company employees creation
  • Tariff plans and payments management
  • Information about cash and positions
  • Creating, editing, and deleting trade orders
  • Current trading information on stock instruments
  • Tool chart, heat map of the market
  • News, a screener, information about the tool, alerts
  • Creating strategies and analyzing results
  • Creation and management of trading robots
  • Work with portfolios
  • Work in arbitration strategies
  • Work with options (including neutral strategies, delta-hedger)
  • Creating structured products in customer accounts
  • Robo advising
  • Messenger for communication with customers
  • Artificial Intelligence
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For Insurance Companies

This functionality is designed in platform specially for needs of Insurance Companies & Insurance Brokers. With this functionality your organization may improve definitely support of your clients, ordering of new products and services in your organization, provide more additional services to your clients, decrease your costs for support and sales.

  • Products Description
  • Creation of consulting dialogues about products and services
  • Survey and products order automation
  • Branches and ATMs addresses setting
  • Subscribers activity analyzation
  • Bank employees creation
  • Tariff plans and payments management
  • Algorithms for calculating a product cost
  • Modeling options for working with cumulative life insurance programs
  • Customer products accounting and notification about their expiration
  • Computer vision and telematic solutions for insurance
  • Messenger for communication with customers
  • Artificial Intelligence
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