We bridge the financial advice gap
Financial institutions are struggling to replicate their offline sales and advisory model online
Existing digital solutions are either too simple to be credible, or too complex to scale. Our unique hybrid solution allows consumers and advisers to plan together, or independently, on the same platform- helping drive trust and transparency, while enabling advisers to demonstrate the value of their advice and the products they sell. Bridging the gap between people and the advice and products they need to secure their financial future.
We simplify and demystify financial planning
The platform has been localised and deployed in Singapore, Malaysia, Hong Kong, the Philippines, the UAE, Switzerland, the Netherlands, and the U.S.
Working with leading financial institutions to bring financial planning to everyone
Digital advice is the missing link in the effective sale of financial products online
Reducing complexity
Simple and fast. 15 minutes to build a retirement plan.
Yet comprehensive. Investment, insurance, property, health, education...
Lowering Distribution Costs
Flexible. API based architecture that's ready to integrate.
Scalable at speed. Three months to deployment per market segment.
Increasing Trust
Relevant & Credible. Local languages, taxes, rules, statistics...
Transparent. Visual and interactive- help clients see and understand the value of the right financial products.
Attract
63% of clients were interested in consulting an adviser.
Qualify
59% of clients were interested in buying a product.
Convert
A plus 20% increase in sales.