Customise to your brand, configure to your users

Theme-Based Investing

Theme-based portfolios set your product offering apart. Our library of model portfolios offers a convenient, transparent and accurate way to invest in a variety of strategies. Investors can access thematic, strategic and asset allocation portfolios comprising of ETFs, stocks or funds. In addition to portfolios built by our expert in-house quantitative team, we can host your own or third-party portfolios.

  • Enable clients to easily explore, buy and manage investments online
  • Provide contemporary and customisable model portfolios
  • Engage clients with an intuitive user journey and personalised notifications
theme-based investing

Having questions and inquiries in mind?
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