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