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WiseAlpha Fractional Bond Technology Solution

WiseAlpha is a Fractional Bond trading platform, enabling clients to invest with a minimum 1,000 denomination, which is an enormous transformation from the OTC institutional market with 100,000 minimum trade sizes.

Key features

  • Electronic access to the trillion dollar bond market
  • API based technology and white-label solution allows rapid connections with wealth managers
  • Fractionalisation of Corporate Bonds enabling investors to invest in 1,000 denominations instead of usual 100,000
  • Robo-Management Solution that can be tailored to your clients specifications

Description

WiseAlpha is leading the digital democratisation of the corporate bond market, enabling investors to gain exposure to institutional corporate bonds by investing in its Fractional Bonds.

The world’s first app-based Fractional Bond market that enables clients to invest with a minimum 1,000 denomination, which is an enormous transformation from the OTC institutional market with 100,000 minimum trade sizes. Wealth managers often find primary allocations or secondary trading difficult. WiseAlpha is the must-have solution, empowering both the financial partner and their client.

Through its API based technology and white-label solution, WiseAlpha enables wealth managers, banks, brokers, fintechs and other digitally native partners to connect to the Fractional Bond market.

Imagine a world where your clients can invest in Roche bonds alongside Roche shares. WiseAlpha’s technology makes this possible, giving your clients greater choice and the ability for you as the wealth manager to add more value to your clients.

WiseAlpha’s robo-management solution saves the wealth manager time and adds value to the underlying client. It enables the automatic creation of a bespoke portfolio where holdings can be customised at an industry or company level. Multiple risk profiles can be created.

Connect to our Omnibus Account structure, where you will receive one login to view your client accounts and can allocate Fractional Bonds seamlessly across all your clients portfolios. Tax reports, account statements and other tailored documents can be downloaded.


Company description

WiseAlpha is a Fractional Bond trading platform, enabling clients to invest with a minimum 1,000 denomination, which is an enormous transformation from the OTC institutional market with 100,000 minimum trade sizes.

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Category: Investment AdvisoryPortfolio Management
Released: 16 May 2022