Investment APIs for Enterprise

For maximum flexibility, we provide individual modules of InvestorAi so that you can create any configuration you want and integrate it within your enterprise architecture or delivery channels.

InvestorAi - Enterprise Module

Buyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers

Available as a deep link, SDKs or as APIs for easy integration within existing distribution channels.

Features Enterprise
Module
Investment Ideas
Predictive Alerts
Personalisation
Explainability
White label or full integration
Portfolio Review & Optimisation
Transaction Execution
GDPR Complaint

InvestorAi - Advisor Module

Buyers: Brokerage Platforms, Fund Platforms, Distributors, Asset Managers

This module matches InvestorAi signals to individual customer portfolios allowing an Advisor to create portfolios reviews on demand.

Features Advisor
Module
Investment Ideas
Predictive Alerts
Personalisation
Explainability
Advisor Friendly
Portfolio Review & Optimisation
Enterprise Integration
GDPR Complaint

InvestorAi - Behaviour Module

Buyers: Wealth Managers, Private Banks, Distribution platforms, Asset Managers

Included as an embedded module in InvestorAi and also available as a standalone module.

Features Behavioural
Module
Tracking of Portfolio and Usage info
Predictive Alerts
Marketing Nudges
Engagement Scoring
Churn Prediction
Buying Propensities
Micro Segmentation
GDPR Complaint