We provide B2B SaaS product that is based on proprietary behavioral models that are applied to investor profiling, education, and goal-based strategic asset allocation with any asset class, including FX, Crypto, and Structured Products, Options.
Our solution is a result of over fifteen years of research undertaken in behavioral finance in Swiss Universities and is used by the largest banks for wealth advisory today.
The outcome for our fintech partners:
– Increased LTV while improving self-directed client investment performance
– Retention tool to diversify client positions
– Offer complex products and multi-leg structures
Company Details
Sector
WealthTech
Location
Zug
Founded
Q3 2022
Employees
1-5
Last Updated
March, 2023
