The wealth management industry is undergoing change as clients increasingly demand easy online access to low-cost, personalized investment advice.
FINANCIAL LIFE GOALS can meet this demand for all client segments. Its advanced investment engine for portfolio optimization and financial planning is accessible through a clean-coded API.
FINANCIAL LIFE GOALS API can be at the core of a bank’s financial planning platform for individual clients, or it can support client advisors.
Business model B2B
- Holistic financial advice
- Goal-based asset allocation
- Financial planning
- Personal risk scenarios