Solutions

From concept to interface, we partner with companies to build the right solutions.

About the team

FINANCIAL LIFE GOALSPersonal wealth

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

ZOAPLATFORM FOR EU GDPR

Regulators and consumers are demanding greater protection for personal data. In the European Union, a new regulatory environment begins in May 2018 with the EU’s new General Data Protection Regulation (GDPR). ZOA is our platform for companies to meet this challenge.

ZOA also gives individuals greater transparency and control over their personal data stored at different companies and organisations.

www.zoa-gdpr.com

Business model B2B

  • Data protection
  • Personal data
  • EU GDPR
  • Digital identity