Digital Wealth Advisor

Digital Wealth Advisor

Step into the future and offer your investors a next-generation digital investment advisory platform which allows them to tailor investment plans that best suit their individual goals.

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Investments made better and easier

If you are looking for a solution to offer personalised investment plans for your investors, DWA is what you need. Our advanced solution comes with a built-in Alpha seeking algorithm module that helps you to design bespoke investment products. We specialise in building unique investor experience.

Accessibility anytime, anywhere

Equipped with cutting-edge connectivity mechanisms with API and FIX integrations that foster seamless  data communication, our DWA can be accessed anytime from anywhere in the world on both desktop and mobile devices. 

Our solution enables direct connection to more than 32 global stock exchanges, providing your investors with the right means to access any instruments traded globally.

Get started in 3 easy steps

1

Licensing

Sign up and study the specifications. Agree to our terms and conditions, sign your licensing agreement, and you are all set for digital investment advice and wealth management.

2

Customisation

Our development team will work with and guide you through the integration process every step of the way, making sure that your investors will have the best experience.

3

Launch

You will be ready to launch in 4 weeks after integration. Henceforth, most of your operations will be 100% digital, allowing you to focus on what you do best: investment not process management.