Our B2B solutions
Grow your digital business
Smartfolios is a next-generation advisory and investment platform offering highly flexible end-to-end digital solutions for financial institutions, online brokerages, banks, private wealth management, multi-family offices, and independent financial advisors.
Our modular approach
We offer a modular platform so you can choose the features and functionality you need and deliver the digital investment experience adapted to your customers needs.
Core modules: pre-built portfolios, advisory and execution platform, rebalancing and risk management
Satellite modules: community, gamification, education center
Large universe of strategies: thematic, fundamentals, technical analysis, factor-based
Developed equity markets with custody at global financial institutions
White label ready solutions (web, iOS, Android) branded and tailored to fit your overall suite of products and services.
Internal tool for your RMs, advisors, DPMs
Alignment to your strategic needs, operational processes and workflows
Use our mobile and web apps or we connect your own to our back-end APIs.
Broad range of diversified investment portfolios based on a large universe of strategies: thematic, fundamentals, technical analysis, factor-based models.
We follow a second to none rigorous, systematic and transparent approach that combines quantitative research with the unbiased edge of data science.
Web and mobile digital platforms with complete order management capabilities, risk management controls and portfolio analytics.
Front to back capabilities
Front, middle and back-office capabilities for the execution, settlement and custody of your clients investment portfolios.
White label solution
Brand and tailor to your needs the interface design and the core platform. Enrich the services and deliver seamlessly to your clients.
Goal based investment
Client onboarding including a goal based and risk tolerance assessment to guide investors towards the portfolios that fits their profile and preferences.