Category
Investment AdvisoryDigital ChannelsClient Relationship Management
Released
02 October 2019
Type:
Open API
GrowWealth
Contact usAbout the partnership
Empower your self-directed investors with a full suite investment advisory and execution platform with digital onboard. GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.
Key features
- Goal Based Journeys
- Risk Profiling
- E-Onboarding