A digital bank that reshapes the way to address investment advice. Thanks to you, their dedicated advisor, your clients have access to the best advice for growing their wealth. Wealth management has never been so simple and transparent.
Simplify the acquisition of new customers with a streamline and digital process from KYC/AML to the investor profile.
Your customer stay informed in real time with everything that’s happening on his account: payments, transfer, advice. Get visibility on your customers' flows to anticipate their needs.
Ledgity metal, the premium account with exclusive package for your clients.
The only solution to offer in order to your customers an enhanced user experience as part of your wealth management advice.
Our technological innovation simplifies access to the most complex investment opportunities (private equity real estate, venture capital, structured products..).
This project has indirectly received funding from the European Union’s Horizon 2020 research and innovation programme under project Block.IS (grant agreement No 824509).