Robo Advisory Platform
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This platform truly democratize wealth management for every person on the planet.
Robo Advisory Platform
The avant-garde architect of the future of wealth management. Our platform is more than just a tool; it's a catalyst for success, offering an array of features that redefine the possibilities for wealth managers:
Wealthdoor Connect
Wealthdoor Connect addresses the issue that smaller financial services firms can not afford complex digital robo advisors.
Wealthdoor has identified the same issue amongst Asset Managers. Traditionally, Asset Managers sell products and portfolios to Distributors, who then in turn provide them to their end investors.
There is no solution in the market today that provides a low cost, brandable, customisable solution that Asset Managers can give to their Distributors.
This is why we devised Wealthdoor Connect for Asset Managers, the "ready-to-go-robo": a customisable whitelabel platform, quick to market, with no hefty upfront costs that Asset Managers can give to their Distributors.
- Model: Software-as-a-Service (B2B2C)
- Audience: An Asset Managiffs B2B customers (Distributors etc.)
- Pricing model for your B2b zustomers: Pay as you go, chargeable, fully flexible
- Go-to-market: Can be co-branded or white labeled
A member of our sales team will be happy to answer any questions you may have.Our friendly team would love to hear from you.